-99.7%
TVRD vs VT
+63.7%
-163.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | +0.1% |
| 7D | -0.8% | -2.0% | +1.2% | +1.5% |
| 30D | +3.7% | -1.4% | +5.1% | +5.4% |
| 3M | -32.0% | +4.7% | -36.8% | -35.7% |
| 6M | -52.1% | +11.4% | -63.4% | -57.8% |
| YTD | -57.3% | +13.1% | -70.4% | -63.1% |
| 1Y | -94.4% | +19.0% | -113.4% | -95.9% |
| 3Y | -97.3% | +73.9% | -171.3% | -98.8% |
| 5Y | -99.7% | +65.4% | -165.1% | -99.8% |
| All | -99.7% | +63.7% | -163.3% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling