-21.1%
TISI vs VT
+53.4%
-74.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.2% | -6.0% | -6.0% |
| 7D | -10.6% | -2.3% | -8.3% | -8.5% |
| 30D | -22.5% | -5.0% | -17.5% | -18.6% |
| 3M | +25.7% | -4.9% | +30.6% | +31.7% |
| 6M | +25.8% | -1.5% | +27.4% | +26.7% |
| YTD | +51.4% | +8.5% | +42.9% | +36.5% |
| 1Y | +34.9% | +11.4% | +23.5% | +18.0% |
| 3Y | +160.2% | +70.1% | +90.1% | +27.6% |
| All | -21.1% | +53.4% | -74.5% | -46.0% |
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