-85.3%
TPST vs VT
+75.0%
-160.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.8% |
| 7D | -2.8% | +0.4% | -3.3% | -4.9% |
| 30D | +12.7% | +1.0% | +11.7% | +7.5% |
| 3M | -20.8% | +2.4% | -23.1% | -32.3% |
| 6M | -56.0% | +12.0% | -68.0% | -77.3% |
| YTD | -64.1% | +15.3% | -79.4% | -84.6% |
| 1Y | -89.7% | +22.6% | -112.3% | -96.9% |
| All | -85.3% | +75.0% | -160.3% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling