+18.6%
TE vs VG
-51.4%
+70.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.5% |
| 7D | -12.6% | -22.0% | +9.4% | -10.1% |
| 30D | -36.7% | -11.6% | -25.1% | -35.8% |
| 3M | -57.5% | -14.9% | -42.6% | -56.8% |
| 6M | -55.2% | -3.5% | -51.7% | -56.3% |
| YTD | -64.7% | +70.0% | -134.6% | -72.3% |
| 1Y | -35.9% | +50.0% | -85.9% | -48.3% |
| All | +18.6% | -51.4% | +70.0% | +7.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling