+233.3%
TARS price history and return analytics
+103.8%
+129.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.4% |
| 7D | -8.4% | -2.3% | -6.0% | -6.5% |
| 30D | -6.8% | -5.0% | -1.9% | -2.5% |
| 3M | +5.0% | -4.9% | +9.9% | +9.7% |
| 6M | +5.9% | -1.5% | +7.5% | +6.5% |
| YTD | -16.2% | +8.5% | -24.7% | -23.4% |
| 1Y | +0.7% | +11.4% | -10.6% | -10.2% |
| 3Y | +328.5% | +70.1% | +258.4% | +144.8% |
| 5Y | +146.1% | +53.7% | +92.4% | +63.9% |
| All | +233.3% | +103.8% | +129.5% | +70.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling