+18.9%
TM vs VT
+75.0%
-56.1%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +1.4% | +0.4% | +0.9% | +0.9% |
| 30D | +6.0% | +1.0% | +5.1% | +4.9% |
| 3M | +9.8% | +2.4% | +7.4% | +6.9% |
| 6M | -15.3% | +12.0% | -27.3% | -25.3% |
| YTD | -7.9% | +15.3% | -23.3% | -21.2% |
| 1Y | -0.3% | +22.6% | -22.9% | -20.2% |
| All | +18.9% | +75.0% | -56.1% | -30.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling