-8.6%
TEL vs VTV
+28.2%
-36.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -2.5% |
| 7D | -0.5% | +1.8% | -2.2% | -3.7% |
| 30D | +0.6% | +6.0% | -5.4% | -10.0% |
| 3M | +2.0% | +3.7% | -1.7% | -4.7% |
| 6M | +8.1% | +13.9% | -5.8% | -16.1% |
| YTD | -2.2% | +22.8% | -24.9% | -33.6% |
| 1Y | -8.6% | +27.9% | -36.5% | -42.7% |
| All | -8.6% | +28.2% | -36.8% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling