-24.9%
TILL vs VT
+85.3%
-110.1%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.0% |
| 7D | +0.4% | +2.4% | -1.9% | +0.3% |
| 30D | -8.0% | -1.5% | -6.5% | -7.9% |
| 3M | -0.7% | -4.1% | +3.4% | -0.5% |
| 6M | -1.6% | +0.6% | -2.2% | -1.7% |
| YTD | +11.9% | +11.0% | +0.9% | +10.9% |
| 1Y | +9.6% | +13.3% | -3.8% | +8.3% |
| 3Y | -15.1% | +73.4% | -88.5% | -20.0% |
| All | -24.9% | +85.3% | -110.1% | -29.1% |
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