+200.7%
TECB vs VT
+118.2%
+82.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.5% | +0.3% |
| 7D | -1.7% | -0.7% | -1.0% | -0.8% |
| 30D | -6.8% | -1.7% | -5.0% | -4.7% |
| 3M | +0.3% | -2.3% | +2.6% | +3.3% |
| 6M | +8.2% | +1.5% | +6.7% | +6.7% |
| YTD | +22.8% | +12.0% | +10.8% | +8.1% |
| 1Y | +19.4% | +12.9% | +6.5% | +4.3% |
| 3Y | +97.5% | +74.9% | +22.6% | +6.1% |
| 5Y | +76.4% | +59.9% | +16.5% | +5.5% |
| All | +200.7% | +118.2% | +82.5% | +40.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling