+124.8%
TSXU vs VT
+19.1%
+105.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.2% |
| 7D | +6.8% | +0.4% | +6.4% | +4.5% |
| 30D | -0.4% | +1.0% | -1.4% | -4.6% |
| 3M | -12.8% | +2.4% | -15.2% | -16.2% |
| 6M | +79.8% | +12.0% | +67.8% | +26.1% |
| YTD | +97.9% | +15.3% | +82.5% | +21.3% |
| All | +124.8% | +19.1% | +105.6% | +26.6% |
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