-95.0%
TOPS vs VT
+15.2%
-110.3%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.7% | -8.8% | -9.1% |
| 7D | +2.6% | -0.3% | +2.9% | +2.8% |
| 30D | -44.9% | -1.4% | -43.5% | -43.9% |
| 3M | -60.3% | -1.4% | -59.0% | -59.3% |
| 6M | -86.4% | +5.5% | -91.9% | -86.8% |
| YTD | -93.4% | +12.8% | -106.2% | -93.8% |
| 1Y | -95.0% | +15.4% | -110.5% | -95.3% |
| All | -95.0% | +15.2% | -110.3% | -95.3% |
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