-45.8%
TURB vs VT
+12.2%
-58.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -2.4% |
| 7D | +4.9% | +2.9% | +2.0% | +13.9% |
| 30D | -9.9% | -2.5% | -7.4% | -20.8% |
| 3M | -35.4% | -3.3% | -32.1% | -47.5% |
| 6M | -34.9% | +1.5% | -36.4% | -32.0% |
| YTD | -8.9% | +11.4% | -20.3% | +41.0% |
| All | -45.8% | +12.2% | -58.0% | -20.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling