+51.2%
TVTX vs VT
+12.5%
+38.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.3% |
| 7D | +5.2% | -0.1% | +5.4% | +5.7% |
| 30D | -0.3% | -3.1% | +2.8% | +3.9% |
| 3M | -14.6% | -3.5% | -11.1% | -10.7% |
| 6M | +22.0% | +0.5% | +21.6% | +19.5% |
| YTD | +36.1% | +10.8% | +25.3% | +13.1% |
| 1Y | +51.2% | +11.9% | +39.3% | +24.0% |
| All | +51.2% | +12.5% | +38.7% | +24.0% |
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 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