+769.3%
VST vs TEL
+50.9%
+718.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.7% |
| 7D | +8.9% | +3.0% | +6.0% | +7.1% |
| 30D | +6.2% | -3.9% | +10.1% | +8.2% |
| 3M | -2.7% | -5.1% | +2.4% | -0.9% |
| 6M | -8.4% | +0.6% | -9.0% | -10.8% |
| YTD | -7.2% | -7.3% | +0.1% | -5.3% |
| 1Y | -20.9% | +1.1% | -22.0% | -23.4% |
| 3Y | +384.0% | +63.7% | +320.3% | +260.4% |
| All | +769.3% | +50.9% | +718.5% | +549.9% |
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