-75.6%
TELO vs VT
+59.0%
-134.6%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.2% | +3.3% |
| 7D | +8.9% | -0.1% | +9.1% | +9.1% |
| 30D | +4.3% | -0.7% | +4.9% | +5.1% |
| 3M | +0.8% | +4.0% | -3.2% | -4.2% |
| 6M | -8.3% | +12.3% | -20.6% | -20.9% |
| YTD | -8.3% | +14.0% | -22.3% | -22.0% |
| 1Y | -10.3% | +20.3% | -30.6% | -27.7% |
| All | -75.6% | +59.0% | -134.6% | -84.4% |
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 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