+11.9%
VT vs TEM
+6.3%
+5.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +3.8% | -0.2% |
| 7D | +2.9% | +7.8% | -4.9% | +2.2% |
| 30D | -2.5% | +11.2% | -13.8% | -3.6% |
| 3M | -3.3% | +39.0% | -42.3% | -7.1% |
| 6M | +1.5% | +61.6% | -60.1% | -4.8% |
| YTD | +11.4% | +28.5% | -17.2% | +5.5% |
| 1Y | +11.9% | +6.7% | +5.2% | +9.1% |
| All | +11.9% | +6.3% | +5.6% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 1y: compounded portfolio wealth divided by compounded TEM 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…
1y analysis · Full analysis span regression · 6 months rolling