+2,723.0%
VRT vs TEL
+161.2%
+2,561.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.7% | +4.7% |
| 7D | +9.1% | +3.0% | +6.2% | +6.4% |
| 30D | +0.9% | -3.9% | +4.9% | +4.3% |
| 3M | -13.4% | -5.1% | -8.3% | -9.6% |
| 6M | +11.7% | +0.6% | +11.1% | +10.6% |
| YTD | +73.2% | -7.3% | +80.5% | +82.4% |
| 1Y | +123.4% | +1.1% | +122.3% | +120.9% |
| 3Y | +606.2% | +63.7% | +542.5% | +377.6% |
| 5Y | +899.9% | +50.7% | +849.2% | +626.8% |
| All | +2,723.0% | +161.2% | +2,561.9% | +1,142.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling