+12.9%
VT vs TEM
+10.9%
+1.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.3% |
| 7D | -0.7% | +5.1% | -5.7% | -1.2% |
| 30D | -1.7% | +16.8% | -18.6% | -3.2% |
| 3M | -2.3% | +42.6% | -44.9% | -6.3% |
| 6M | +1.5% | +63.9% | -62.4% | -4.8% |
| YTD | +12.0% | +34.5% | -22.5% | +5.8% |
| 1Y | +12.9% | +11.0% | +1.9% | +9.7% |
| All | +12.9% | +10.9% | +1.9% | +9.7% |
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