+28.9%
TTI vs VT
+223.7%
-194.8%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | -1.9% |
| 7D | +11.0% | +0.4% | +10.7% | +10.4% |
| 30D | +0.5% | -2.6% | +3.1% | +5.1% |
| 3M | -27.8% | -3.2% | -24.6% | -23.7% |
| 6M | -37.2% | +0.9% | -38.2% | -37.8% |
| YTD | -34.5% | +11.3% | -45.8% | -44.5% |
| 1Y | -18.8% | +14.0% | -32.8% | -33.7% |
| 3Y | +44.5% | +75.8% | -31.4% | -39.6% |
| 5Y | +70.6% | +57.8% | +12.7% | -14.4% |
| 10Y | +28.9% | +219.8% | -190.9% | -70.5% |
| All | +28.9% | +223.7% | -194.8% | -70.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling