+12.1%
TSI vs VT
+53.2%
-41.1%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +0.2% |
| 7D | +2.6% | -4.2% | +6.8% | +3.3% |
| 30D | +3.8% | -5.8% | +9.6% | +4.7% |
| 3M | +0.8% | -5.2% | +6.1% | +1.6% |
| 6M | -0.4% | +0.1% | -0.6% | -0.6% |
| YTD | -6.7% | +8.2% | -14.9% | -8.1% |
| 1Y | -4.0% | +10.1% | -14.1% | -5.7% |
| 3Y | +19.5% | +69.7% | -50.2% | +8.6% |
| 5Y | +12.1% | +53.4% | -41.3% | +1.5% |
| All | +12.1% | +53.2% | -41.1% | +1.5% |
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 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