+45.3%
TOPC vs VT
+45.2%
+0.2%
-8.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | 0.0% |
| 7D | -0.3% | -0.3% | 0.0% | 0.0% |
| 30D | 0.0% | -1.4% | +1.5% | +1.3% |
| 3M | -0.1% | -1.4% | +1.3% | +1.1% |
| 6M | +7.7% | +5.5% | +2.3% | +2.6% |
| YTD | +14.0% | +12.8% | +1.2% | +1.8% |
| 1Y | +16.2% | +15.4% | +0.8% | +1.5% |
| All | +45.3% | +45.2% | +0.2% | -2.7% |
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