+226.6%
TIPT vs VT
+222.7%
+3.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | -0.3% | +2.9% | -3.2% | -3.2% |
| 30D | +1.4% | -2.5% | +3.9% | +3.9% |
| 3M | -2.1% | -3.3% | +1.3% | +1.1% |
| 6M | +4.0% | +1.5% | +2.5% | +1.4% |
| YTD | -3.1% | +11.4% | -14.4% | -14.9% |
| 1Y | -6.6% | +11.9% | -18.5% | -18.5% |
| 3Y | +6.6% | +73.9% | -67.3% | -42.6% |
| 5Y | +26.0% | +57.9% | -31.9% | -24.5% |
| All | +226.6% | +222.7% | +3.9% | -17.4% |
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