+59.7%
TEI vs VT
+221.4%
-161.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.0% |
| 7D | +2.3% | +1.0% | +1.2% | +1.7% |
| 30D | +0.6% | -0.2% | +0.9% | +0.8% |
| 3M | +9.5% | +4.5% | +4.9% | +6.8% |
| 6M | +11.3% | +14.1% | -2.8% | +3.7% |
| YTD | +11.8% | +14.8% | -2.9% | +3.8% |
| 1Y | +24.7% | +21.2% | +3.5% | +12.4% |
| 3Y | +94.8% | +76.6% | +18.2% | +43.0% |
| 5Y | +48.4% | +66.6% | -18.2% | +11.1% |
| 10Y | +59.7% | +222.3% | -162.5% | -19.9% |
| All | +59.7% | +221.4% | -161.7% | -19.9% |
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