+443.1%
TTMI vs VT
+224.4%
+218.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.1% | +7.8% | +7.3% |
| 7D | +7.2% | -0.7% | +7.9% | +9.6% |
| 30D | -28.7% | -1.7% | -26.9% | -25.3% |
| 3M | -39.8% | -2.3% | -37.5% | -36.1% |
| 6M | -51.7% | +1.5% | -53.2% | -50.7% |
| YTD | +14.1% | +12.0% | +2.0% | +3.8% |
| 1Y | +16.0% | +12.9% | +3.1% | +5.5% |
| 3Y | +452.7% | +74.9% | +377.7% | +199.0% |
| 5Y | +451.5% | +59.9% | +391.6% | +235.2% |
| 10Y | +443.1% | +224.6% | +218.5% | +41.9% |
| All | +443.1% | +224.4% | +218.8% | +41.9% |
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