+352.5%
TTMI vs VT
+345.0%
+7.5%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | -4.1% | -11.1% | -9.8% |
| 7D | -29.0% | -4.2% | -24.8% | -24.6% |
| 30D | -53.1% | -5.8% | -47.3% | -48.5% |
| 3M | -52.6% | -5.2% | -47.3% | -48.1% |
| 6M | -61.0% | +0.1% | -61.1% | -59.6% |
| YTD | -9.8% | +8.2% | -18.1% | -13.8% |
| 1Y | -11.2% | +10.1% | -21.3% | -16.1% |
| 3Y | +325.0% | +69.7% | +255.3% | +143.3% |
| 5Y | +335.4% | +53.4% | +282.0% | +185.3% |
| 10Y | +380.1% | +219.2% | +160.9% | +29.8% |
| All | +352.5% | +345.0% | +7.5% | -22.6% |
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