+69.7%
TINY vs VT
+61.8%
+7.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.1% | +2.7% | +2.0% |
| 7D | +4.0% | -0.7% | +4.6% | +5.5% |
| 30D | -13.3% | -1.7% | -11.5% | -10.3% |
| 3M | -17.2% | -2.3% | -14.9% | -13.4% |
| 6M | -20.7% | +1.5% | -22.2% | -21.6% |
| YTD | +25.2% | +12.0% | +13.1% | +6.7% |
| 1Y | +29.3% | +12.9% | +16.4% | +9.1% |
| 3Y | +85.7% | +74.9% | +10.7% | -17.1% |
| 5Y | +58.5% | +59.9% | -1.4% | -15.9% |
| All | +69.7% | +61.8% | +7.9% | -13.0% |
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 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