-93.2%
TOPP vs VT
+23.4%
-116.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.0% | -5.2% | -4.9% |
| 7D | -28.6% | +0.1% | -28.8% | -28.7% |
| 30D | -70.6% | +0.8% | -71.4% | -70.7% |
| 3M | -93.6% | +2.8% | -96.4% | -93.6% |
| 6M | -83.5% | +13.0% | -96.5% | -83.9% |
| YTD | -83.1% | +15.4% | -98.4% | -84.0% |
| All | -93.2% | +23.4% | -116.5% | -93.9% |
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