+67.7%
V vs TEL
+50.8%
+16.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.3% |
| 7D | -2.9% | +1.2% | -4.1% | -3.3% |
| 30D | +1.9% | -4.1% | +6.0% | +3.1% |
| 3M | +13.2% | -2.6% | +15.8% | +13.5% |
| 6M | +16.7% | 0.0% | +16.7% | +14.7% |
| YTD | +5.4% | -9.1% | +14.4% | +6.5% |
| 1Y | +7.7% | -0.8% | +8.5% | +3.8% |
| 3Y | +52.0% | +67.4% | -15.4% | +9.8% |
| 5Y | +67.7% | +51.8% | +16.0% | +22.7% |
| All | +67.7% | +50.8% | +16.9% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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