+118.0%
TTI vs VT
+66.2%
+51.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.5% | +0.4% | +1.0% | +0.9% |
| 30D | -18.2% | +1.0% | -19.2% | -19.3% |
| 3M | -30.4% | +2.4% | -32.8% | -32.5% |
| 6M | -19.7% | +12.0% | -31.7% | -31.5% |
| YTD | -26.3% | +15.3% | -41.6% | -39.4% |
| 1Y | +44.9% | +22.6% | +22.3% | +9.5% |
| 3Y | +20.6% | +74.7% | -54.1% | -41.8% |
| All | +118.0% | +66.2% | +51.8% | +16.3% |
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