+196.1%
TTT vs VT
+66.2%
+129.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | +1.4% | +0.4% | +1.0% | +1.5% |
| 30D | +2.2% | +1.0% | +1.2% | +2.5% |
| 3M | +10.5% | +2.4% | +8.1% | +11.5% |
| 6M | +23.0% | +12.0% | +11.0% | +27.5% |
| YTD | +13.9% | +15.3% | -1.4% | +18.9% |
| 1Y | +12.4% | +22.6% | -10.2% | +19.1% |
| 3Y | +19.5% | +74.7% | -55.1% | +40.4% |
| All | +196.1% | +66.2% | +129.9% | +290.7% |
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