+87.7%
TILE vs VT
+57.0%
+30.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.7% |
| 7D | +0.8% | +2.4% | -1.5% | -2.1% |
| 30D | -11.8% | -1.5% | -10.3% | -10.2% |
| 3M | -19.9% | -4.1% | -15.8% | -15.6% |
| 6M | +12.1% | +0.6% | +11.5% | +10.8% |
| YTD | +11.4% | +11.0% | +0.3% | -3.2% |
| 1Y | +19.6% | +13.3% | +6.3% | +1.2% |
| 3Y | +235.1% | +73.4% | +161.7% | +61.8% |
| All | +87.7% | +57.0% | +30.6% | +9.9% |
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