+578.3%
TKR vs VT
+355.4%
+222.8%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +1.0% |
| 7D | -5.6% | -0.1% | -5.5% | -5.5% |
| 30D | -6.0% | -3.1% | -2.9% | -1.9% |
| 3M | -13.5% | -3.5% | -10.0% | -9.3% |
| 6M | -6.9% | +0.5% | -7.4% | -7.4% |
| YTD | +31.0% | +10.8% | +20.2% | +14.8% |
| 1Y | +40.3% | +11.9% | +28.4% | +21.4% |
| 3Y | +59.8% | +73.0% | -13.2% | -22.0% |
| 5Y | +59.0% | +58.6% | +0.4% | -12.1% |
| 10Y | +245.5% | +219.2% | +26.3% | -19.9% |
| All | +578.3% | +355.4% | +222.8% | +10.4% |
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