-13.2%
TV vs VT
+15.2%
-28.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.7% | +4.3% | +4.6% |
| 7D | +6.0% | -0.3% | +6.3% | +6.2% |
| 30D | +0.4% | -1.4% | +1.9% | +1.5% |
| 3M | -16.4% | -1.4% | -15.0% | -15.4% |
| 6M | -17.6% | +5.5% | -23.0% | -21.3% |
| YTD | -21.0% | +12.8% | -33.8% | -28.7% |
| 1Y | -13.2% | +15.4% | -28.6% | -23.9% |
| All | -13.2% | +15.2% | -28.4% | -23.9% |
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