+60.9%
TTI vs VT
+53.4%
+7.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +2.8% |
| 7D | +2.4% | -2.3% | +4.7% | +6.0% |
| 30D | -2.0% | -5.0% | +3.0% | +5.8% |
| 3M | -30.2% | -4.9% | -25.3% | -24.7% |
| 6M | -39.1% | -1.5% | -37.6% | -37.3% |
| YTD | -36.0% | +8.5% | -44.5% | -42.3% |
| 1Y | -19.6% | +11.4% | -30.9% | -30.1% |
| 3Y | +35.1% | +70.1% | -34.9% | -30.9% |
| All | +60.9% | +53.4% | +7.5% | -3.8% |
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