+1.7%
TPOR vs VT
+66.2%
-64.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.1% | +2.1% |
| 7D | -7.9% | +0.4% | -8.3% | -9.0% |
| 30D | -9.9% | +1.0% | -10.9% | -12.4% |
| 3M | -5.0% | +2.4% | -7.4% | -12.5% |
| 6M | -0.7% | +12.0% | -12.7% | -30.2% |
| YTD | +25.2% | +15.3% | +9.8% | -19.7% |
| 1Y | +41.6% | +22.6% | +19.0% | -24.7% |
| 3Y | +28.0% | +74.7% | -46.7% | -74.0% |
| All | +1.7% | +66.2% | -64.5% | -70.6% |
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