-76.1%
TUSK price history and return analytics
+227.4%
-303.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -1.3% |
| 7D | -0.6% | -1.1% | +0.5% | +0.6% |
| 30D | -5.5% | -1.0% | -4.5% | -4.5% |
| 3M | -2.8% | +3.2% | -6.0% | -6.4% |
| 6M | +40.9% | +12.5% | +28.4% | +22.4% |
| YTD | +67.6% | +14.1% | +53.5% | +43.8% |
| 1Y | +30.3% | +18.9% | +11.3% | +6.6% |
| 3Y | -36.1% | +74.1% | -110.2% | -66.2% |
| 5Y | -6.9% | +66.9% | -73.8% | -48.3% |
| All | -76.1% | +227.4% | -303.5% | -94.2% |
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 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