-98.4%
TIL vs VT
+53.2%
-151.6%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +7.0% |
| 7D | +2.4% | -4.2% | +6.6% | +9.8% |
| 30D | +1.5% | -5.8% | +7.3% | +12.3% |
| 3M | -3.7% | -5.2% | +1.5% | +5.0% |
| 6M | -10.7% | +0.1% | -10.9% | -13.0% |
| YTD | -36.5% | +8.2% | -44.7% | -47.4% |
| 1Y | -54.7% | +10.1% | -64.9% | -63.7% |
| 3Y | -6.8% | +69.7% | -76.5% | -61.5% |
| 5Y | -98.4% | +53.4% | -151.8% | -99.1% |
| All | -98.4% | +53.2% | -151.6% | -99.1% |
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