+357.0%
TPR price history and return analytics
+222.7%
+134.3%
-78.9%
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% | +0.4% |
| 7D | -1.1% | +2.9% | -4.0% | -5.4% |
| 30D | +15.1% | -2.5% | +17.6% | +18.6% |
| 3M | -13.4% | -3.3% | -10.1% | -10.1% |
| 6M | +1.4% | +1.5% | -0.2% | -3.0% |
| YTD | +4.8% | +11.4% | -6.6% | -12.9% |
| 1Y | +29.2% | +11.9% | +17.3% | +6.6% |
| 3Y | +403.7% | +73.9% | +329.8% | +111.0% |
| 5Y | +230.8% | +57.9% | +172.9% | +65.7% |
| All | +357.0% | +222.7% | +134.3% | -10.3% |
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