+13.6%
TTC vs VT
+53.4%
-39.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | -2.9% | -2.3% | -0.6% | -1.1% |
| 30D | +8.7% | -5.0% | +13.7% | +13.1% |
| 3M | +7.2% | -4.9% | +12.0% | +11.2% |
| 6M | +10.2% | -1.5% | +11.7% | +10.9% |
| YTD | +34.9% | +8.5% | +26.4% | +24.7% |
| 1Y | +45.0% | +11.4% | +33.6% | +30.9% |
| 3Y | +31.8% | +70.1% | -38.2% | -17.9% |
| All | +13.6% | +53.4% | -39.8% | -22.3% |
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