+46.7%
TURF vs VT
+30.5%
+16.3%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.4% |
| 7D | +1.4% | +1.0% | +0.4% | +0.8% |
| 30D | +9.0% | -0.2% | +9.2% | +9.1% |
| 3M | +10.0% | +4.5% | +5.5% | +6.8% |
| 6M | +6.7% | +14.1% | -7.3% | -1.8% |
| YTD | +25.4% | +14.8% | +10.6% | +15.1% |
| 1Y | +38.1% | +21.2% | +16.9% | +22.8% |
| All | +46.7% | +30.5% | +16.3% | +27.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling