-97.1%
TEAD price history and return analytics
+63.7%
-160.8%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.3% | +2.8% |
| 7D | -8.9% | -2.0% | -6.9% | -5.9% |
| 30D | -28.3% | -1.4% | -26.8% | -26.5% |
| 3M | -61.3% | +4.7% | -66.0% | -64.4% |
| 6M | -36.0% | +11.4% | -47.4% | -46.8% |
| YTD | -31.8% | +13.1% | -44.9% | -44.6% |
| 1Y | -69.4% | +19.0% | -88.5% | -76.4% |
| 3Y | -90.8% | +73.9% | -164.8% | -96.0% |
| 5Y | -97.1% | +65.4% | -162.5% | -98.6% |
| All | -97.1% | +63.7% | -160.8% | -98.6% |
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