-88.1%
TELO vs VT
+56.2%
-144.3%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.1% | +2.9% | +2.6% |
| 7D | -32.0% | -0.7% | -31.3% | -31.1% |
| 30D | -45.9% | -1.7% | -44.2% | -44.5% |
| 3M | -47.3% | -2.3% | -45.0% | -45.6% |
| 6M | -53.9% | +1.5% | -55.4% | -54.6% |
| YTD | -55.3% | +12.0% | -67.3% | -61.0% |
| 1Y | -58.1% | +12.9% | -71.0% | -63.7% |
| All | -88.1% | +56.2% | -144.3% | -92.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling