-14.8%
TIL vs VT
+75.0%
-89.8%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | 0.0% | +0.4% | -0.4% | -0.9% |
| 30D | +4.4% | +1.0% | +3.4% | +2.4% |
| 3M | -6.9% | +2.4% | -9.3% | -11.7% |
| 6M | -13.5% | +12.0% | -25.5% | -31.9% |
| YTD | -31.1% | +15.3% | -46.4% | -50.0% |
| 1Y | -75.0% | +22.6% | -97.6% | -84.0% |
| All | -14.8% | +75.0% | -89.8% | -59.4% |
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