-19.6%
TARK price history and return analytics
+87.6%
-107.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | -2.7% |
| 7D | -6.1% | -1.1% | -5.0% | -1.3% |
| 30D | +3.8% | -1.0% | +4.8% | +9.6% |
| 3M | +16.6% | +3.2% | +13.5% | +4.9% |
| 6M | +17.2% | +12.5% | +4.7% | -25.7% |
| YTD | +1.3% | +14.1% | -12.7% | -38.4% |
| 1Y | -7.6% | +18.9% | -26.5% | -51.4% |
| 3Y | +75.6% | +74.1% | +1.5% | -77.2% |
| All | -19.6% | +87.6% | -107.2% | -87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling