+60.9%
VEA vs TT
+143.3%
-82.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.4% | -0.7% |
| 7D | +0.3% | +1.4% | -1.1% | -0.1% |
| 30D | +0.4% | -6.7% | +7.1% | +2.7% |
| 3M | +4.8% | -5.4% | +10.2% | +6.5% |
| 6M | +11.3% | +4.4% | +6.9% | +9.2% |
| YTD | +17.4% | +14.9% | +2.5% | +11.4% |
| 1Y | +26.2% | +9.3% | +16.9% | +21.4% |
| 3Y | +77.7% | +121.7% | -44.0% | +28.7% |
| 5Y | +60.9% | +148.2% | -87.2% | +3.7% |
| All | +60.9% | +143.3% | -82.3% | +3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling