-91.7%
TISI vs VT
+374.2%
-465.9%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.4% | +4.4% |
| 7D | +12.8% | +0.4% | +12.4% | +12.3% |
| 30D | +63.5% | +1.0% | +62.5% | +61.6% |
| 3M | +55.7% | +2.4% | +53.3% | +51.1% |
| 6M | +93.8% | +12.0% | +81.8% | +68.1% |
| YTD | +97.5% | +15.3% | +82.2% | +65.7% |
| 1Y | +45.0% | +22.6% | +22.4% | +13.3% |
| 3Y | +231.1% | +74.7% | +156.4% | +67.8% |
| 5Y | -38.1% | +66.1% | -104.3% | -65.7% |
| 10Y | -91.2% | +225.0% | -316.2% | -97.5% |
| All | -91.7% | +374.2% | -465.9% | -98.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling