-6.6%
TUSK price history and return analytics
+63.7%
-70.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.0% |
| 7D | 0.0% | -2.0% | +2.0% | +2.2% |
| 30D | -5.2% | -1.4% | -3.8% | -3.8% |
| 3M | -7.7% | +4.7% | -12.4% | -12.7% |
| 6M | +42.0% | +11.4% | +30.7% | +25.5% |
| YTD | +68.1% | +13.1% | +55.1% | +46.5% |
| 1Y | +32.9% | +19.0% | +13.9% | +9.2% |
| 3Y | -34.7% | +73.9% | -108.6% | -65.4% |
| 5Y | -6.6% | +65.4% | -72.0% | -49.6% |
| All | -6.6% | +63.7% | -70.3% | -49.6% |
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 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