+309.3%
TEL vs VO
+200.3%
+109.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +2.7% |
| 7D | +1.6% | -1.5% | +3.1% | +3.4% |
| 30D | -0.7% | -3.0% | +2.4% | +3.0% |
| 3M | +2.4% | +2.8% | -0.4% | -0.6% |
| 6M | +4.1% | +10.9% | -6.8% | -6.9% |
| YTD | -5.8% | +12.5% | -18.3% | -17.0% |
| 1Y | +0.9% | +12.0% | -11.1% | -10.4% |
| 3Y | +72.6% | +56.3% | +16.3% | +5.6% |
| 5Y | +57.5% | +42.9% | +14.6% | +7.3% |
| All | +309.3% | +200.3% | +109.1% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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