-96.9%
TOPP vs VT
+28.3%
-125.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.1% | +6.7% | +2.9% |
| 7D | +1.7% | -4.2% | +5.9% | +2.0% |
| 30D | +5.4% | -5.8% | +11.2% | +5.8% |
| 3M | -74.6% | -5.2% | -69.3% | -74.5% |
| 6M | -87.3% | +0.1% | -87.4% | -87.3% |
| YTD | -85.4% | +8.2% | -93.6% | -85.4% |
| 1Y | -91.1% | +10.1% | -101.2% | -91.1% |
| All | -96.9% | +28.3% | -125.1% | -96.7% |
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 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