+150.9%
TEI vs VT
+357.6%
-206.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | +0.2% |
| 7D | +2.5% | +0.4% | +2.1% | +2.2% |
| 30D | +1.9% | -2.6% | +4.5% | +3.4% |
| 3M | -5.8% | -3.2% | -2.5% | -3.9% |
| 6M | +1.8% | +0.9% | +0.9% | +1.1% |
| YTD | +4.7% | +11.3% | -6.6% | -1.9% |
| 1Y | +14.4% | +14.0% | +0.4% | +5.6% |
| 3Y | +87.6% | +75.8% | +11.7% | +32.6% |
| 5Y | +42.9% | +57.8% | -14.9% | +6.6% |
| 10Y | +53.0% | +219.8% | -166.8% | -28.7% |
| All | +150.9% | +357.6% | -206.8% | -9.4% |
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