+145.0%
TT vs VEU
+56.3%
+88.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | +1.6% | +1.7% | -0.1% | +0.1% |
| 30D | -7.3% | +1.0% | -8.3% | -8.1% |
| 3M | -2.6% | +5.6% | -8.2% | -7.2% |
| 6M | +5.9% | +13.7% | -7.8% | -5.8% |
| YTD | +15.4% | +17.7% | -2.3% | -0.6% |
| 1Y | +8.2% | +25.8% | -17.5% | -12.2% |
| 3Y | +122.7% | +77.1% | +45.5% | +31.0% |
| 5Y | +145.0% | +57.1% | +87.8% | +52.4% |
| All | +145.0% | +56.3% | +88.7% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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