+659.4%
TTMI vs VIG
+623.5%
+35.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.5% | +9.3% | +9.5% |
| 7D | +5.9% | -0.4% | +6.3% | +6.5% |
| 30D | -4.3% | -1.0% | -3.3% | -3.1% |
| 3M | -32.0% | +2.8% | -34.8% | -34.8% |
| 6M | +19.5% | +8.2% | +11.3% | +7.8% |
| YTD | +82.0% | +11.0% | +71.0% | +58.5% |
| 1Y | +172.6% | +16.1% | +156.5% | +124.6% |
| 3Y | +744.7% | +56.2% | +688.5% | +368.8% |
| 5Y | +805.6% | +63.0% | +742.6% | +377.1% |
| 10Y | +1,057.6% | +241.4% | +816.2% | +101.3% |
| All | +659.4% | +623.5% | +35.8% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 all: compounded portfolio wealth divided by compounded VIG 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…
all analysis · Full analysis span regression · 6 months rolling