+3,206.7%
TVTX vs VT
+334.2%
+2,872.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.2% |
| 7D | -1.6% | -2.3% | +0.7% | +1.4% |
| 30D | -7.2% | -5.0% | -2.2% | -1.2% |
| 3M | -20.6% | -4.9% | -15.7% | -15.7% |
| 6M | +10.8% | -1.5% | +12.4% | +12.6% |
| YTD | +29.8% | +8.5% | +21.3% | +18.1% |
| 1Y | +48.9% | +11.4% | +37.6% | +31.6% |
| 3Y | +647.0% | +70.1% | +576.9% | +312.3% |
| 5Y | +64.8% | +53.7% | +11.1% | +3.4% |
| 10Y | +181.5% | +220.0% | -38.5% | -25.6% |
| All | +3,206.7% | +334.2% | +2,872.5% | +1,173.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling