+17.5%
TIPT vs VT
+53.2%
-35.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | +1.0% |
| 7D | +2.0% | -4.2% | +6.2% | +5.4% |
| 30D | +2.3% | -5.8% | +8.1% | +7.1% |
| 3M | -1.6% | -5.2% | +3.6% | +2.4% |
| 6M | +3.7% | +0.1% | +3.6% | +2.8% |
| YTD | -2.8% | +8.2% | -11.0% | -10.2% |
| 1Y | -3.4% | +10.1% | -13.6% | -12.1% |
| 3Y | +5.6% | +69.7% | -64.1% | -33.8% |
| 5Y | +17.5% | +53.4% | -35.9% | -13.0% |
| All | +17.5% | +53.2% | -35.7% | -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 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