-51.7%
TE vs VG
+51.8%
-103.5%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.5% | -2.6% | +3.5% |
| 7D | -22.0% | +5.5% | -27.5% | -21.6% |
| 30D | -33.6% | -3.6% | -30.1% | -33.7% |
| 3M | -61.1% | -4.0% | -57.1% | -61.0% |
| 6M | -64.7% | +9.4% | -74.1% | -63.9% |
| YTD | -68.1% | +86.6% | -154.7% | -70.9% |
| 1Y | -51.7% | +69.5% | -121.2% | -56.8% |
| All | -51.7% | +51.8% | -103.5% | -56.8% |
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