-82.8%
TPET vs VT
+23.3%
-106.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.2% |
| 7D | -6.4% | +0.4% | -6.9% | -4.6% |
| 30D | -23.6% | +1.0% | -24.6% | -20.2% |
| 3M | -48.7% | +2.4% | -51.1% | -43.8% |
| 6M | -77.0% | +12.0% | -89.0% | -53.9% |
| YTD | -75.4% | +15.3% | -90.7% | -51.1% |
| 1Y | -82.8% | +22.6% | -105.4% | -62.2% |
| All | -82.8% | +23.3% | -106.2% | -62.2% |
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