+422.9%
TAYD price history and return analytics
+65.7%
+357.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.1% |
| 7D | +2.1% | -0.1% | +2.2% | +2.2% |
| 30D | +17.1% | -0.7% | +17.7% | +17.4% |
| 3M | +10.3% | +4.0% | +6.3% | +8.5% |
| 6M | -27.6% | +12.3% | -39.9% | -31.1% |
| YTD | +3.4% | +14.0% | -10.6% | -2.2% |
| 1Y | +29.3% | +20.3% | +9.0% | +19.3% |
| 3Y | +180.1% | +75.4% | +104.7% | +132.8% |
| 5Y | +422.9% | +66.0% | +357.0% | +344.2% |
| All | +422.9% | +65.7% | +357.2% | +344.2% |
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