+813.5%
TTMI vs VT
+374.2%
+439.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | 0.0% | +8.9% | +8.9% |
| 7D | +5.9% | +0.4% | +5.4% | +5.2% |
| 30D | -4.3% | +1.0% | -5.3% | -5.3% |
| 3M | -32.0% | +2.4% | -34.4% | -33.0% |
| 6M | +19.5% | +12.0% | +7.5% | +6.8% |
| YTD | +82.0% | +15.3% | +66.7% | +57.2% |
| 1Y | +172.6% | +22.6% | +150.0% | +121.2% |
| 3Y | +744.7% | +74.7% | +670.0% | +357.6% |
| 5Y | +805.6% | +66.1% | +739.4% | +424.5% |
| 10Y | +1,057.6% | +225.0% | +832.6% | +199.1% |
| All | +813.5% | +374.2% | +439.3% | +41.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling