-99.6%
TPET vs VT
+73.1%
-172.7%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.7% |
| 7D | -21.6% | -2.3% | -19.3% | -24.4% |
| 30D | -4.4% | -5.0% | +0.6% | -11.6% |
| 3M | -29.6% | -4.9% | -24.8% | -34.5% |
| 6M | -63.6% | -1.5% | -62.1% | -63.5% |
| YTD | -78.7% | +8.5% | -87.2% | -73.4% |
| 1Y | -81.6% | +11.4% | -93.0% | -76.7% |
| 3Y | -97.4% | +70.1% | -167.5% | -96.0% |
| All | -99.6% | +73.1% | -172.7% | -99.4% |
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