-83.8%
TURB vs VT
+69.9%
-153.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.1% | +1.6% |
| 7D | -4.5% | -2.3% | -2.2% | -6.8% |
| 30D | -20.4% | -5.0% | -15.4% | -24.8% |
| 3M | -40.3% | -4.9% | -35.4% | -43.9% |
| 6M | -44.8% | -1.5% | -43.2% | -45.0% |
| YTD | -11.9% | +8.5% | -20.4% | -1.0% |
| 1Y | -69.9% | +11.4% | -81.3% | -66.2% |
| 3Y | -51.7% | +70.1% | -121.7% | -58.2% |
| All | -83.8% | +69.9% | -153.7% | -87.2% |
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