+65.7%
TSI vs VT
+222.7%
-157.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.5% |
| 7D | -1.4% | +2.9% | -4.3% | -2.1% |
| 30D | +2.1% | -2.5% | +4.6% | +2.7% |
| 3M | -1.0% | -3.3% | +2.3% | -0.3% |
| 6M | -1.8% | +1.5% | -3.4% | -2.4% |
| YTD | -7.9% | +11.4% | -19.3% | -10.7% |
| 1Y | -5.3% | +11.9% | -17.2% | -8.2% |
| 3Y | +17.6% | +73.9% | -56.3% | +0.7% |
| 5Y | +10.7% | +57.9% | -47.2% | -3.0% |
| All | +65.7% | +222.7% | -157.0% | +14.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling