+309.3%
TEL vs VTV
+234.5%
+74.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +2.7% |
| 7D | +1.6% | -1.1% | +2.7% | +3.0% |
| 30D | -0.7% | -1.0% | +0.4% | +0.6% |
| 3M | +2.4% | +4.6% | -2.2% | -3.0% |
| 6M | +4.1% | +13.5% | -9.4% | -10.2% |
| YTD | -5.8% | +18.5% | -24.3% | -22.8% |
| 1Y | +0.9% | +22.9% | -22.0% | -20.8% |
| 3Y | +72.6% | +67.8% | +4.8% | -5.7% |
| 5Y | +57.5% | +81.8% | -24.3% | -20.3% |
| All | +309.3% | +234.5% | +74.8% | +6.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling