-43.6%
TIGR vs VT
+57.0%
-100.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.3% | +5.9% | +6.2% |
| 7D | +6.2% | +2.4% | +3.8% | +1.2% |
| 30D | -1.4% | -1.5% | +0.1% | +1.6% |
| 3M | -11.2% | -4.1% | -7.0% | -3.2% |
| 6M | -37.7% | +0.6% | -38.2% | -38.9% |
| YTD | -56.7% | +11.0% | -67.7% | -64.9% |
| 1Y | -58.6% | +13.3% | -72.0% | -67.9% |
| 3Y | -15.0% | +73.4% | -88.4% | -71.4% |
| All | -43.6% | +57.0% | -100.6% | -73.6% |
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