+35.4%
TSXU vs VT
+12.1%
+23.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.2% | +6.8% | +5.9% |
| 7D | -25.2% | -2.3% | -22.9% | -14.7% |
| 30D | -47.3% | -5.0% | -42.4% | -30.3% |
| 3M | -40.1% | -4.9% | -35.2% | -20.7% |
| 6M | -29.0% | -1.5% | -27.4% | -12.3% |
| YTD | +19.2% | +8.5% | +10.7% | +1.7% |
| 1Y | +13.5% | +11.4% | +2.1% | -13.3% |
| All | +35.4% | +12.1% | +23.3% | +6.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling