-94.6%
TISI vs VT
+217.6%
-312.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.0% | -0.5% | -11.5% | -11.4% |
| 7D | -21.6% | -0.1% | -21.4% | -21.4% |
| 30D | -27.9% | -3.1% | -24.9% | -25.2% |
| 3M | +13.9% | -3.5% | +17.4% | +18.5% |
| 6M | +12.5% | +0.5% | +12.1% | +10.8% |
| YTD | +33.4% | +10.8% | +22.6% | +14.6% |
| 1Y | +14.6% | +11.9% | +2.7% | -3.0% |
| 3Y | +164.0% | +73.0% | +91.0% | +19.1% |
| 5Y | -28.1% | +58.6% | -86.7% | -62.1% |
| 10Y | -94.6% | +219.2% | -313.8% | -98.9% |
| All | -94.6% | +217.6% | -312.3% | -98.9% |
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