-2.2%
TM vs VT
+15.2%
-17.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.6% | +1.9% |
| 7D | +2.4% | -0.3% | +2.7% | +2.6% |
| 30D | +8.3% | -1.4% | +9.8% | +9.6% |
| 3M | +5.4% | -1.4% | +6.8% | +6.6% |
| 6M | +5.9% | +5.5% | +0.5% | -0.3% |
| YTD | -6.8% | +12.8% | -19.7% | -17.9% |
| 1Y | -2.2% | +15.4% | -17.6% | -16.1% |
| All | -2.2% | +15.2% | -17.4% | -16.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling