+143.6%
TREE vs VT
+74.1%
+69.5%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.6% | -4.0% | -5.4% |
| 7D | +34.7% | +0.4% | +34.4% | +34.0% |
| 30D | +44.9% | -2.6% | +47.5% | +50.6% |
| 3M | +13.6% | -3.2% | +16.8% | +19.3% |
| 6M | -6.4% | +0.9% | -7.4% | -8.7% |
| YTD | -31.3% | +11.3% | -42.6% | -43.3% |
| 1Y | -29.9% | +14.0% | -43.9% | -44.4% |
| 3Y | +143.6% | +75.8% | +67.7% | -43.3% |
| All | +143.6% | +74.1% | +69.5% | -43.3% |
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