-45.4%
TE price history and return analytics
+65.7%
-111.1%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.3% | -1.5% |
| 7D | +15.0% | -0.1% | +15.1% | +15.4% |
| 30D | -7.5% | -0.7% | -6.9% | -5.8% |
| 3M | -42.0% | +4.0% | -46.0% | -45.0% |
| 6M | -31.4% | +12.3% | -43.7% | -44.0% |
| YTD | -26.5% | +14.0% | -40.5% | -41.3% |
| 1Y | +153.1% | +20.3% | +132.8% | +82.9% |
| 3Y | -20.7% | +75.4% | -96.1% | -70.1% |
| 5Y | -45.4% | +66.0% | -111.4% | -73.4% |
| All | -45.4% | +65.7% | -111.1% | -73.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling