-18.3%
TE price history and return analytics
+76.6%
-94.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.5% | +10.5% | +11.4% |
| 7D | +18.2% | +1.0% | +17.2% | +14.8% |
| 30D | -13.5% | -0.2% | -13.3% | -12.7% |
| 3M | -44.6% | +4.5% | -49.1% | -49.1% |
| 6M | -24.7% | +14.1% | -38.8% | -43.5% |
| YTD | -24.3% | +14.8% | -39.0% | -43.5% |
| 1Y | +155.6% | +21.2% | +134.4% | +67.7% |
| 3Y | -18.3% | +76.6% | -94.8% | -75.3% |
| All | -18.3% | +76.6% | -94.9% | -75.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling