+273.6%
TARS price history and return analytics
+109.2%
+164.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.7% |
| 7D | +13.9% | +2.9% | +11.0% | +10.9% |
| 30D | +8.6% | -2.5% | +11.1% | +10.9% |
| 3M | +9.8% | -3.3% | +13.1% | +13.1% |
| 6M | +28.5% | +1.5% | +27.0% | +25.7% |
| YTD | -6.1% | +11.4% | -17.5% | -16.2% |
| 1Y | +2.8% | +11.9% | -9.1% | -8.7% |
| 3Y | +340.1% | +73.9% | +266.2% | +146.1% |
| 5Y | +182.8% | +57.9% | +124.9% | +83.8% |
| All | +273.6% | +109.2% | +164.4% | +86.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling