+38.0%
TOPT vs VT
+40.3%
-2.3%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.4% |
| 7D | +1.2% | +0.4% | +0.8% | +0.7% |
| 30D | +0.5% | +1.0% | -0.4% | -0.6% |
| 3M | -0.1% | +2.4% | -2.5% | -2.7% |
| 6M | +13.0% | +12.0% | +0.9% | -0.6% |
| YTD | +9.2% | +15.3% | -6.1% | -7.3% |
| 1Y | +16.5% | +22.6% | -6.1% | -8.2% |
| All | +38.0% | +40.3% | -2.3% | -7.8% |
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 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