+29.3%
V vs TT
-6.5%
+35.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.7% | +5.5% | +3.8% |
| 7D | +9.0% | -8.5% | +17.5% | +8.7% |
| 30D | +18.1% | -12.8% | +30.9% | +17.8% |
| 3M | +18.3% | -12.9% | +31.2% | +18.0% |
| 6M | +34.1% | -15.2% | +49.3% | +33.8% |
| YTD | +25.2% | +6.2% | +19.0% | +22.6% |
| 1Y | +29.3% | -4.5% | +33.8% | +30.3% |
| All | +29.3% | -6.5% | +35.8% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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