-8.9%
TIL vs VT
+69.7%
-78.7%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.7% |
| 7D | +0.4% | -2.3% | +2.8% | +4.3% |
| 30D | -1.0% | -5.0% | +3.9% | +8.3% |
| 3M | -6.2% | -4.9% | -1.3% | +2.0% |
| 6M | -14.7% | -1.5% | -13.2% | -14.6% |
| YTD | -37.9% | +8.5% | -46.4% | -50.7% |
| 1Y | -54.5% | +11.4% | -65.9% | -66.0% |
| 3Y | -8.9% | +70.1% | -79.0% | -54.3% |
| All | -8.9% | +69.7% | -78.7% | -54.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling