+84.9%
VUG vs TEL
+65.7%
+19.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +0.1% | +1.2% | -1.1% | -0.4% |
| 30D | -1.7% | -4.1% | +2.4% | -0.2% |
| 3M | +2.8% | -2.6% | +5.4% | +3.4% |
| 6M | +13.6% | 0.0% | +13.6% | +11.5% |
| YTD | +8.1% | -9.1% | +17.1% | +9.9% |
| 1Y | +13.1% | -0.8% | +13.9% | +9.4% |
| All | +84.9% | +65.7% | +19.2% | +33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling