+2,292.7%
TT vs VT
+363.9%
+1,928.8%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -3.5% |
| 7D | -8.5% | -0.3% | -8.2% | -8.2% |
| 30D | -12.8% | -1.4% | -11.4% | -11.4% |
| 3M | -12.9% | -1.4% | -11.5% | -11.5% |
| 6M | -15.2% | +5.5% | -20.7% | -20.0% |
| YTD | +6.2% | +12.8% | -6.6% | -6.8% |
| 1Y | -4.5% | +15.4% | -20.0% | -18.2% |
| 3Y | +93.6% | +76.9% | +16.7% | +3.9% |
| 5Y | +141.1% | +60.4% | +80.7% | +44.1% |
| 10Y | +796.8% | +232.8% | +564.0% | +136.8% |
| All | +2,292.7% | +363.9% | +1,928.8% | +350.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling