+131.1%
TII price history and return analytics
+82.4%
+48.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +19.1% |
| 7D | -0.5% | +2.9% | -3.4% | -83.5% |
| 30D | -7.4% | -2.5% | -4.8% | -68.0% |
| 3M | -28.7% | -3.3% | -25.3% | -85.1% |
| 6M | -29.2% | +1.5% | -30.7% | -99.9% |
| YTD | -36.1% | +11.4% | -47.5% | -100.0% |
| 1Y | -30.1% | +11.9% | -42.0% | -100.0% |
| 3Y | +311.8% | +73.9% | +237.9% | -100.0% |
| 5Y | +176.8% | +57.9% | +118.9% | -100.0% |
| All | +131.1% | +82.4% | +48.7% | +9,941,790,899.4% |
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 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