+953.6%
VRT vs TEL
+50.8%
+902.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.2% | -9.5% | -9.5% |
| 7D | +2.4% | +1.2% | +1.2% | +1.1% |
| 30D | -2.7% | -4.1% | +1.4% | +1.4% |
| 3M | -9.2% | -2.6% | -6.6% | -7.0% |
| 6M | -0.5% | 0.0% | -0.5% | -2.2% |
| YTD | +62.3% | -9.1% | +71.4% | +74.5% |
| 1Y | +109.6% | -0.8% | +110.4% | +106.4% |
| 3Y | +573.1% | +67.4% | +505.7% | +263.9% |
| 5Y | +953.6% | +51.8% | +901.9% | +529.6% |
| All | +953.6% | +50.8% | +902.8% | +529.6% |
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