+23.3%
TSMG vs VT
+10.1%
+13.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +0.2% | +13.6% | +12.8% |
| 7D | -15.9% | -2.3% | -13.5% | -5.3% |
| 30D | -39.5% | -5.0% | -34.5% | -22.5% |
| 3M | -24.7% | -4.9% | -19.9% | -3.5% |
| 6M | -31.6% | -1.5% | -30.1% | -19.0% |
| YTD | +19.1% | +8.5% | +10.6% | +4.2% |
| All | +23.3% | +10.1% | +13.1% | +5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling