+1,258.1%
TSSI vs VT
+66.2%
+1,191.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +3.3% | +0.4% | +2.9% | +2.8% |
| 30D | -24.6% | +1.0% | -25.5% | -25.3% |
| 3M | -41.9% | +2.4% | -44.3% | -42.9% |
| 6M | -15.5% | +12.0% | -27.5% | -24.0% |
| YTD | +19.1% | +15.3% | +3.8% | +5.1% |
| 1Y | -34.9% | +22.6% | -57.5% | -45.1% |
| 3Y | +2,005.0% | +74.7% | +1,930.3% | +1,467.2% |
| All | +1,258.1% | +66.2% | +1,191.9% | +996.9% |
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