-29.4%
TII price history and return analytics
+13.3%
-42.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.7% | -5.5% |
| 7D | -5.9% | -0.7% | -5.2% | -4.3% |
| 30D | -12.8% | -1.7% | -11.1% | -8.4% |
| 3M | -20.5% | -2.3% | -18.2% | -14.3% |
| 6M | -24.3% | +1.5% | -25.8% | -24.7% |
| YTD | -35.8% | +12.0% | -47.9% | -51.2% |
| 1Y | -29.4% | +12.9% | -42.2% | -47.2% |
| All | -29.4% | +13.3% | -42.6% | -47.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling