-53.1%
TE price history and return analytics
+121.7%
-174.7%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.5% |
| 7D | +0.2% | -1.1% | +1.3% | +1.7% |
| 30D | -5.9% | -1.0% | -4.9% | -4.4% |
| 3M | -45.6% | +3.2% | -48.7% | -46.6% |
| 6M | -43.4% | +12.5% | -55.8% | -48.8% |
| YTD | -31.0% | +14.1% | -45.0% | -38.1% |
| 1Y | +145.2% | +18.9% | +126.3% | +112.1% |
| 3Y | -24.1% | +74.1% | -98.1% | -50.8% |
| 5Y | -48.1% | +66.9% | -115.0% | -66.3% |
| All | -53.1% | +121.7% | -174.7% | -70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling