-32.9%
TSYY vs VT
+37.4%
-70.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.1% | -1.1% |
| 7D | -0.3% | +0.4% | -0.7% | -0.8% |
| 30D | +3.2% | +1.0% | +2.2% | +2.0% |
| 3M | -4.0% | +2.4% | -6.4% | -6.7% |
| 6M | -13.6% | +12.0% | -25.6% | -25.1% |
| YTD | -20.1% | +15.3% | -35.4% | -33.3% |
| 1Y | -15.8% | +22.6% | -38.4% | -34.9% |
| All | -32.9% | +37.4% | -70.4% | -54.9% |
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 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