+14.9%
VUG vs TT
+10.3%
+4.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.6% |
| 7D | -0.1% | -0.2% | +0.1% | -0.1% |
| 30D | -0.3% | -7.4% | +7.1% | +1.4% |
| 3M | -0.7% | -3.2% | +2.5% | -0.2% |
| 6M | +14.6% | +1.1% | +13.5% | +13.2% |
| YTD | +9.0% | +15.6% | -6.6% | +5.2% |
| 1Y | +14.9% | +9.2% | +5.7% | +12.5% |
| All | +14.9% | +10.3% | +4.5% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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