+12.2%
TV vs VT
+69.4%
-57.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.1% | +5.4% | +5.5% |
| 7D | +8.9% | -4.2% | +13.1% | +13.6% |
| 30D | +2.2% | -5.8% | +8.0% | +8.3% |
| 3M | -15.0% | -5.2% | -9.7% | -10.2% |
| 6M | -18.8% | +0.1% | -18.9% | -19.7% |
| YTD | -19.9% | +8.2% | -28.2% | -27.5% |
| 1Y | -17.4% | +10.1% | -27.5% | -26.8% |
| All | +12.2% | +69.4% | -57.1% | -55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling