-94.7%
TVRD vs VT
+19.6%
-114.4%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.8% |
| 7D | -2.1% | -1.1% | -1.0% | -2.0% |
| 30D | +5.6% | -1.0% | +6.6% | +5.7% |
| 3M | -31.0% | +3.2% | -34.2% | -31.6% |
| 6M | -50.5% | +12.5% | -63.0% | -51.5% |
| YTD | -56.5% | +14.1% | -70.6% | -55.6% |
| 1Y | -94.7% | +18.9% | -113.6% | -86.8% |
| All | -94.7% | +19.6% | -114.4% | -86.8% |
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