-43.3%
TEMT vs VT
+11.9%
-55.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.9% | -0.6% | -8.3% | -6.0% |
| 7D | +14.4% | +2.9% | +11.5% | +1.9% |
| 30D | +14.5% | -2.5% | +17.0% | +33.5% |
| 3M | +48.6% | -3.3% | +51.9% | +84.1% |
| 6M | +69.2% | +1.5% | +67.7% | +79.7% |
| YTD | -13.1% | +11.4% | -24.5% | -38.3% |
| 1Y | -43.3% | +11.9% | -55.2% | -59.7% |
| All | -43.3% | +11.9% | -55.2% | -59.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling