-99.9%
TOPS vs VT
+56.9%
-156.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +3.2% | -1.6% | +4.8% | +5.3% |
| 30D | -40.7% | -2.5% | -38.2% | -38.6% |
| 3M | -56.8% | -1.3% | -55.5% | -55.6% |
| 6M | -85.6% | +3.1% | -88.7% | -86.0% |
| YTD | -92.9% | +10.9% | -103.8% | -93.7% |
| 1Y | -94.6% | +12.1% | -106.7% | -95.3% |
| 3Y | -95.0% | +73.9% | -168.9% | -97.8% |
| All | -99.9% | +56.9% | -156.8% | -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