-98.5%
TIL vs VT
+53.4%
-151.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.7% |
| 7D | +0.4% | -2.3% | +2.8% | +4.2% |
| 30D | -1.0% | -5.0% | +3.9% | +7.8% |
| 3M | -6.2% | -4.9% | -1.3% | +1.6% |
| 6M | -14.7% | -1.5% | -13.2% | -14.2% |
| YTD | -37.9% | +8.5% | -46.4% | -48.8% |
| 1Y | -54.5% | +11.4% | -65.9% | -64.3% |
| 3Y | -8.9% | +70.1% | -79.0% | -62.6% |
| All | -98.5% | +53.4% | -151.9% | -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