-38.1%
TU vs VT
+69.7%
-107.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.3% |
| 7D | +2.7% | -2.3% | +5.0% | +2.9% |
| 30D | +14.7% | -5.0% | +19.7% | +15.3% |
| 3M | -5.8% | -4.9% | -0.9% | -5.3% |
| 6M | -26.1% | -1.5% | -24.6% | -26.2% |
| YTD | -26.4% | +8.5% | -34.9% | -27.9% |
| 1Y | -33.7% | +11.4% | -45.0% | -35.3% |
| 3Y | -38.1% | +70.1% | -108.2% | -53.2% |
| All | -38.1% | +69.7% | -107.8% | -53.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling