+76.5%
VUG vs TEL
+50.4%
+26.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.9% | -2.3% | +0.4% | -0.7% |
| 30D | -1.6% | -6.1% | +4.5% | +1.5% |
| 3M | +4.4% | +1.7% | +2.7% | +2.8% |
| 6M | +13.2% | +1.6% | +11.6% | +9.6% |
| YTD | +7.5% | -9.1% | +16.6% | +9.8% |
| 1Y | +12.5% | -1.7% | +14.1% | +8.6% |
| 3Y | +86.0% | +67.3% | +18.6% | +22.1% |
| 5Y | +76.5% | +52.1% | +24.4% | +21.4% |
| All | +76.5% | +50.4% | +26.1% | +21.4% |
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