+397.6%
VRT vs TEL
+80.8%
+316.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +2.2% |
| 7D | +18.6% | +5.6% | +13.1% | +12.9% |
| 30D | -11.7% | +0.9% | -12.5% | -11.9% |
| 3M | -27.3% | +2.1% | -29.4% | -28.3% |
| 6M | -42.9% | +2.7% | -45.6% | -44.2% |
| YTD | +29.5% | -3.2% | +32.7% | +31.4% |
| 1Y | +21.0% | -10.6% | +31.7% | +33.9% |
| All | +397.6% | +80.8% | +316.8% | +194.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling