+258.7%
TARS price history and return analytics
+108.1%
+150.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.7% | +4.7% |
| 7D | +1.6% | -0.1% | +1.8% | +1.6% |
| 30D | +0.9% | -3.1% | +4.0% | +3.6% |
| 3M | +9.0% | -3.5% | +12.5% | +12.4% |
| 6M | +20.6% | +0.5% | +20.2% | +19.1% |
| YTD | -9.8% | +10.8% | -20.6% | -19.2% |
| 1Y | +1.4% | +11.9% | -10.5% | -10.0% |
| 3Y | +322.6% | +73.0% | +249.6% | +137.4% |
| 5Y | +162.7% | +58.6% | +104.1% | +69.6% |
| All | +258.7% | +108.1% | +150.6% | +80.1% |
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