+867.4%
TAYD price history and return analytics
+356.5%
+510.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | +2.2% | +2.4% | -0.1% | +1.4% |
| 30D | +6.4% | -1.5% | +7.9% | +7.1% |
| 3M | +10.0% | -4.1% | +14.1% | +11.8% |
| 6M | +15.4% | +0.6% | +14.8% | +15.1% |
| YTD | -0.5% | +11.0% | -11.6% | -4.4% |
| 1Y | +28.9% | +13.3% | +15.5% | +22.9% |
| 3Y | +164.9% | +73.4% | +91.5% | +119.2% |
| 5Y | +399.5% | +57.4% | +342.1% | +322.7% |
| 10Y | +299.9% | +221.7% | +78.2% | +157.9% |
| All | +867.4% | +356.5% | +510.9% | +708.1% |
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 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