+125.7%
TT vs VT
+53.2%
+72.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.1% | -0.3% | -0.1% |
| 7D | -9.0% | -4.2% | -4.8% | -4.7% |
| 30D | -17.6% | -5.8% | -11.8% | -12.2% |
| 3M | -18.7% | -5.2% | -13.4% | -13.8% |
| 6M | -17.4% | +0.1% | -17.6% | -17.4% |
| YTD | +1.5% | +8.2% | -6.7% | -6.4% |
| 1Y | -9.4% | +10.1% | -19.5% | -18.0% |
| 3Y | +85.1% | +69.7% | +15.4% | +6.6% |
| 5Y | +125.7% | +53.4% | +72.4% | +39.9% |
| All | +125.7% | +53.2% | +72.6% | +39.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling