+6.5%
TT vs VG
-49.4%
+55.9%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | 0.0% |
| 7D | +0.8% | -7.7% | +8.5% | +1.1% |
| 30D | -11.8% | -8.8% | -3.0% | -11.6% |
| 3M | -11.6% | -15.6% | +4.1% | -11.2% |
| 6M | -9.3% | +5.2% | -14.5% | -10.4% |
| YTD | +8.9% | +76.9% | -68.0% | 0.0% |
| 1Y | -2.2% | +42.5% | -44.7% | -8.4% |
| All | +6.5% | -49.4% | +55.9% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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