+358.4%
TATT vs VT
+75.0%
+283.4%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +10.1% | +0.4% | +9.7% | +9.6% |
| 30D | -6.2% | +1.0% | -7.2% | -7.2% |
| 3M | -13.0% | +2.4% | -15.4% | -15.2% |
| 6M | -33.7% | +12.0% | -45.7% | -41.5% |
| YTD | -10.5% | +15.3% | -25.8% | -23.0% |
| 1Y | +15.4% | +22.6% | -7.2% | -5.5% |
| All | +358.4% | +75.0% | +283.4% | +181.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling