-2.2%
TIPZ vs VT
+60.6%
-62.8%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.2% |
| 7D | -1.0% | -0.3% | -0.7% | -0.9% |
| 30D | +1.3% | -1.4% | +2.7% | +1.4% |
| 3M | -1.7% | -1.4% | -0.3% | -1.6% |
| 6M | -2.6% | +5.5% | -8.1% | -3.0% |
| YTD | -0.1% | +12.8% | -12.9% | -1.1% |
| 1Y | -1.5% | +15.4% | -16.9% | -2.6% |
| 3Y | +11.0% | +76.9% | -65.9% | +5.6% |
| 5Y | -2.2% | +60.4% | -62.6% | -8.1% |
| All | -2.2% | +60.6% | -62.8% | -8.1% |
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