+224.6%
TTT vs VT
+57.5%
+167.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.7% | +4.1% |
| 7D | +1.2% | -0.1% | +1.3% | +1.2% |
| 30D | -11.2% | -3.1% | -8.1% | -12.0% |
| 3M | +2.8% | -3.5% | +6.3% | +1.8% |
| 6M | +16.0% | +0.5% | +15.5% | +16.5% |
| YTD | +18.0% | +10.8% | +7.2% | +22.0% |
| 1Y | +26.7% | +11.9% | +14.8% | +31.4% |
| 3Y | +3.1% | +73.0% | -69.9% | +20.8% |
| 5Y | +224.6% | +58.6% | +166.0% | +349.2% |
| All | +224.6% | +57.5% | +167.0% | +349.2% |
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