-99.8%
TOPS vs VT
+66.2%
-165.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.9% |
| 7D | -2.7% | +0.4% | -3.1% | -3.3% |
| 30D | 0.0% | +1.0% | -1.0% | -1.0% |
| 3M | -29.1% | +2.4% | -31.5% | -30.8% |
| 6M | -83.6% | +12.0% | -95.6% | -85.8% |
| YTD | -83.8% | +15.3% | -99.2% | -86.5% |
| 1Y | -86.6% | +22.6% | -109.2% | -89.8% |
| 3Y | -91.9% | +74.7% | -166.6% | -96.4% |
| All | -99.8% | +66.2% | -165.9% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling