+59.7%
TEM vs VO
+39.9%
+19.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +1.2% |
| 7D | +3.2% | +0.6% | +2.6% | +1.3% |
| 30D | +23.5% | -1.1% | +24.6% | +27.7% |
| 3M | +32.3% | +4.5% | +27.8% | +16.1% |
| 6M | +23.0% | +11.1% | +12.0% | -9.0% |
| YTD | +8.9% | +13.5% | -4.7% | -25.0% |
| 1Y | -19.9% | +14.5% | -34.3% | -45.9% |
| All | +59.7% | +39.9% | +19.8% | -26.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling