-82.7%
TREE vs VT
+66.2%
-148.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.3% |
| 7D | -2.1% | +0.4% | -2.6% | -3.0% |
| 30D | -16.1% | +1.0% | -17.1% | -17.8% |
| 3M | -21.8% | +2.4% | -24.2% | -26.5% |
| 6M | -40.1% | +12.0% | -52.1% | -53.7% |
| YTD | -46.6% | +15.3% | -61.9% | -61.2% |
| 1Y | -60.2% | +22.6% | -82.8% | -74.7% |
| 3Y | +51.4% | +74.7% | -23.3% | -56.7% |
| All | -82.7% | +66.2% | -148.9% | -94.3% |
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 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