+127.2%
TILE vs VT
+224.5%
-97.2%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | -3.4% | +0.4% | -3.8% | -4.0% |
| 30D | +5.9% | +1.0% | +4.9% | +4.5% |
| 3M | +25.4% | +2.4% | +23.0% | +20.8% |
| 6M | +28.8% | +12.0% | +16.8% | +8.9% |
| YTD | +33.8% | +15.3% | +18.4% | +8.4% |
| 1Y | +34.1% | +22.6% | +11.5% | -0.8% |
| 3Y | +253.4% | +74.7% | +178.7% | +55.0% |
| 5Y | +157.1% | +66.1% | +91.0% | +23.9% |
| All | +127.2% | +224.5% | -97.2% | -52.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling