+148.6%
TE vs VG
+14.1%
+134.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.3% |
| 7D | -4.0% | +1.7% | -5.7% | -3.8% |
| 30D | -15.9% | +16.0% | -31.9% | -14.6% |
| 3M | -60.5% | +9.7% | -70.3% | -59.8% |
| 6M | -35.2% | +29.6% | -64.8% | -36.4% |
| YTD | -31.1% | +112.0% | -143.2% | -39.1% |
| 1Y | +148.6% | +12.8% | +135.8% | +133.4% |
| All | +148.6% | +14.1% | +134.5% | +133.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling