+688.8%
VRT vs TEL
+44.6%
+644.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +2.3% |
| 7D | +18.6% | +5.6% | +13.1% | +12.3% |
| 30D | -11.7% | +0.9% | -12.5% | -12.0% |
| 3M | -27.3% | +2.1% | -29.4% | -28.5% |
| 6M | -42.9% | +2.7% | -45.6% | -44.5% |
| YTD | +29.5% | -3.2% | +32.7% | +31.2% |
| 1Y | +21.0% | -10.6% | +31.7% | +34.7% |
| 3Y | +403.1% | +79.8% | +323.3% | +147.0% |
| 5Y | +688.8% | +43.3% | +645.5% | +380.9% |
| All | +688.8% | +44.6% | +644.2% | +380.9% |
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