+258.4%
TPR vs VT
+53.2%
+205.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -4.1% | +11.1% | +12.5% |
| 7D | +13.9% | -4.2% | +18.0% | +19.9% |
| 30D | +14.9% | -5.8% | +20.7% | +23.8% |
| 3M | -15.4% | -5.2% | -10.1% | -10.1% |
| 6M | -4.5% | +0.1% | -4.6% | -6.3% |
| YTD | +6.0% | +8.2% | -2.2% | -7.0% |
| 1Y | +24.3% | +10.1% | +14.2% | +6.5% |
| 3Y | +412.8% | +69.7% | +343.2% | +138.2% |
| 5Y | +258.4% | +53.4% | +205.1% | +103.7% |
| All | +258.4% | +53.2% | +205.3% | +103.7% |
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