-54.0%
TE vs VG
+35.0%
-89.0%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.7% | -11.3% | -9.4% |
| 7D | -26.9% | -7.7% | -19.2% | -27.5% |
| 30D | -38.9% | -8.8% | -30.1% | -39.4% |
| 3M | -61.0% | -15.6% | -45.4% | -61.5% |
| 6M | -66.4% | +5.2% | -71.6% | -65.9% |
| YTD | -69.0% | +76.9% | -145.9% | -72.3% |
| 1Y | -54.0% | +42.5% | -96.5% | -60.3% |
| All | -54.0% | +35.0% | -89.0% | -60.3% |
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