+180.3%
TSSI vs VT
+346.0%
-165.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.2% | +12.4% | +12.5% |
| 7D | -2.3% | -2.3% | 0.0% | -0.7% |
| 30D | -35.2% | -5.0% | -30.2% | -32.9% |
| 3M | -37.7% | -4.9% | -32.8% | -35.4% |
| 6M | -60.8% | -1.5% | -59.3% | -59.9% |
| YTD | -5.2% | +8.5% | -13.7% | -7.1% |
| 1Y | -59.0% | +11.4% | -70.3% | -60.2% |
| 3Y | +1,663.2% | +70.1% | +1,593.1% | +1,344.7% |
| 5Y | +871.0% | +53.7% | +817.3% | +719.5% |
| 10Y | +7,344.4% | +220.0% | +7,124.5% | +4,370.7% |
| All | +180.3% | +346.0% | -165.7% | +58.3% |
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