-98.6%
TIL vs VT
+85.6%
-184.2%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.5% |
| 3M | -6.9% | +2.4% | -9.3% | -11.7% |
| 6M | -13.5% | +12.0% | -25.5% | -31.1% |
| YTD | -31.1% | +15.3% | -46.4% | -48.8% |
| 1Y | -75.0% | +22.6% | -97.6% | -83.3% |
| 3Y | -16.9% | +74.7% | -91.6% | -68.0% |
| 5Y | -98.2% | +66.1% | -164.4% | -99.2% |
| All | -98.6% | +85.6% | -184.2% | -99.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling