+20.7%
TTI vs VT
+217.6%
-196.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.5% | -2.2% |
| 7D | +0.2% | -0.1% | +0.3% | +0.5% |
| 30D | -2.5% | -3.1% | +0.6% | +2.8% |
| 3M | -31.1% | -3.5% | -27.6% | -26.8% |
| 6M | -39.1% | +0.5% | -39.5% | -39.1% |
| YTD | -36.4% | +10.8% | -47.2% | -45.7% |
| 1Y | -25.9% | +11.9% | -37.8% | -37.7% |
| 3Y | +38.6% | +73.0% | -34.4% | -40.5% |
| 5Y | +73.8% | +58.6% | +15.1% | -13.7% |
| 10Y | +20.7% | +219.2% | -198.5% | -72.5% |
| All | +20.7% | +217.6% | -196.9% | -72.5% |
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