-95.3%
TTGT vs VT
+66.2%
-161.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | 0.0% | +6.9% | +6.9% |
| 7D | +4.4% | +0.4% | +3.9% | +3.8% |
| 30D | -8.8% | +1.0% | -9.8% | -10.1% |
| 3M | -4.3% | +2.4% | -6.6% | -7.9% |
| 6M | +8.9% | +12.0% | -3.1% | -8.6% |
| YTD | -25.0% | +15.3% | -40.3% | -40.2% |
| 1Y | -28.3% | +22.6% | -50.9% | -47.4% |
| 3Y | -86.3% | +74.7% | -160.9% | -93.8% |
| All | -95.3% | +66.2% | -161.5% | -97.3% |
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