-66.0%
TE price history and return analytics
+1.2%
-67.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.8% | -1.7% |
| 7D | -19.1% | +2.4% | -21.4% | -28.1% |
| 30D | -34.1% | -1.5% | -32.6% | -28.4% |
| 3M | -60.1% | -4.1% | -56.0% | -48.6% |
| 6M | -66.0% | +0.6% | -66.5% | -64.4% |
| All | -66.0% | +1.2% | -67.1% | -64.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling