-25.3%
TV vs VT
+11.9%
-37.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | -4.7% | +2.4% | -7.0% | -6.2% |
| 30D | -5.5% | -1.5% | -4.0% | -4.7% |
| 3M | -21.7% | -4.1% | -17.6% | -19.5% |
| 6M | -22.0% | +0.6% | -22.5% | -22.6% |
| YTD | -23.0% | +11.0% | -34.1% | -29.0% |
| 1Y | -25.3% | +13.3% | -38.7% | -32.3% |
| All | -25.3% | +11.9% | -37.2% | -32.3% |
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