+107.8%
TSMY vs VT
+44.1%
+63.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +2.1% | +0.4% | +1.7% | +1.4% |
| 30D | +3.2% | +1.0% | +2.2% | +1.7% |
| 3M | -1.8% | +2.4% | -4.2% | -4.6% |
| 6M | +20.2% | +12.0% | +8.2% | +3.1% |
| YTD | +36.2% | +15.3% | +20.9% | +12.5% |
| 1Y | +66.1% | +22.6% | +43.5% | +26.9% |
| All | +107.8% | +44.1% | +63.7% | +31.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling