-49.1%
TE vs VG
+32.8%
-81.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.3% | -5.3% | -2.7% |
| 7D | -10.5% | -8.3% | -2.2% | -11.4% |
| 30D | -32.4% | -10.3% | -22.1% | -33.0% |
| 3M | -60.9% | -10.8% | -50.1% | -61.0% |
| 6M | -62.8% | +3.5% | -66.3% | -62.3% |
| YTD | -65.7% | +74.0% | -139.7% | -69.4% |
| All | -49.1% | +32.8% | -81.9% | -56.1% |
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