+869.2%
TAYD price history and return analytics
+360.7%
+508.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.8% |
| 7D | -1.3% | -0.7% | -0.6% | -0.9% |
| 30D | -2.8% | -1.7% | -1.1% | -2.1% |
| 3M | +9.1% | -2.3% | +11.4% | +10.2% |
| 6M | +13.9% | +1.5% | +12.4% | +13.3% |
| YTD | -0.4% | +12.0% | -12.4% | -4.5% |
| 1Y | +16.4% | +12.9% | +3.5% | +11.2% |
| 3Y | +165.9% | +74.9% | +90.9% | +119.3% |
| 5Y | +416.9% | +59.9% | +356.9% | +335.0% |
| 10Y | +300.6% | +224.6% | +76.0% | +157.5% |
| All | +869.2% | +360.7% | +508.6% | +707.0% |
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