+196.5%
TVTX vs VT
+66.2%
+130.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.8% |
| 7D | +0.5% | +1.0% | -0.5% | -0.8% |
| 30D | +7.7% | -0.2% | +8.0% | +8.1% |
| 3M | +40.3% | +4.5% | +35.8% | +32.2% |
| 6M | +142.5% | +14.1% | +128.5% | +105.1% |
| YTD | +72.9% | +14.8% | +58.2% | +44.9% |
| 1Y | +211.7% | +21.2% | +190.5% | +144.8% |
| 3Y | +358.5% | +76.6% | +281.9% | +137.3% |
| 5Y | +196.5% | +66.6% | +129.9% | +69.2% |
| All | +196.5% | +66.2% | +130.3% | +69.2% |
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