+306.7%
TPR price history and return analytics
+222.7%
+84.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.3% |
| 7D | -7.3% | -0.1% | -7.2% | -7.1% |
| 30D | -30.7% | -0.7% | -30.1% | -30.2% |
| 3M | -21.6% | +4.0% | -25.6% | -26.6% |
| 6M | -21.3% | +12.3% | -33.6% | -34.6% |
| YTD | -10.2% | +14.0% | -24.2% | -27.1% |
| 1Y | +9.5% | +20.3% | -10.8% | -18.0% |
| 3Y | +280.8% | +75.4% | +205.3% | +59.4% |
| 5Y | +218.7% | +66.0% | +152.7% | +49.8% |
| 10Y | +306.7% | +228.2% | +78.5% | -21.7% |
| All | +306.7% | +222.7% | +84.0% | -21.7% |
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