+808.8%
TTMI vs VT
+66.2%
+742.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | 0.0% | +8.9% | +8.9% |
| 7D | +5.9% | +0.4% | +5.4% | +5.1% |
| 30D | -4.3% | +1.0% | -5.3% | -5.6% |
| 3M | -32.0% | +2.4% | -34.4% | -33.5% |
| 6M | +19.5% | +12.0% | +7.5% | +3.2% |
| YTD | +82.0% | +15.3% | +66.7% | +50.8% |
| 1Y | +172.6% | +22.6% | +150.0% | +110.2% |
| 3Y | +744.7% | +74.7% | +670.0% | +320.4% |
| All | +808.8% | +66.2% | +742.6% | +342.5% |
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 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