-96.9%
TOPP vs VT
+33.7%
-130.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +1.6% |
| 7D | -0.9% | -0.3% | -0.6% | -0.9% |
| 30D | +3.6% | -1.4% | +5.0% | +3.7% |
| 3M | -75.3% | -1.4% | -73.9% | -75.3% |
| 6M | -86.1% | +5.5% | -91.6% | -86.1% |
| YTD | -85.8% | +12.8% | -98.6% | -85.8% |
| 1Y | -90.9% | +15.4% | -106.4% | -91.0% |
| All | -96.9% | +33.7% | -130.6% | -96.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling