+206.0%
TECB vs VT
+124.6%
+81.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -0.3% | +0.4% | -0.8% | -0.8% |
| 30D | +3.6% | +1.0% | +2.6% | +2.5% |
| 3M | +4.2% | +2.4% | +1.8% | +1.6% |
| 6M | +30.9% | +12.0% | +18.9% | +15.1% |
| YTD | +25.0% | +15.3% | +9.6% | +6.2% |
| 1Y | +31.1% | +22.6% | +8.6% | +4.1% |
| 3Y | +96.4% | +74.7% | +21.8% | +5.5% |
| 5Y | +76.6% | +66.1% | +10.5% | +1.1% |
| All | +206.0% | +124.6% | +81.4% | +38.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling