+153.1%
TE vs VT
+20.4%
+132.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.3% | -0.7% |
| 7D | +15.0% | -0.1% | +15.1% | +15.5% |
| 30D | -7.5% | -0.7% | -6.9% | -5.1% |
| 3M | -42.0% | +4.0% | -46.0% | -46.8% |
| 6M | -31.4% | +12.3% | -43.7% | -43.0% |
| YTD | -26.5% | +14.0% | -40.5% | -41.2% |
| 1Y | +153.1% | +20.3% | +132.8% | +96.0% |
| All | +153.1% | +20.4% | +132.7% | +96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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