+29.2%
TPR price history and return analytics
+11.9%
+17.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.1% |
| 7D | -1.1% | +2.9% | -4.0% | -3.3% |
| 30D | +15.1% | -2.5% | +17.6% | +17.2% |
| 3M | -13.4% | -3.3% | -10.1% | -11.2% |
| 6M | +1.4% | +1.5% | -0.2% | -2.7% |
| YTD | +4.8% | +11.4% | -6.6% | -10.1% |
| 1Y | +29.2% | +11.9% | +17.3% | +10.3% |
| All | +29.2% | +11.9% | +17.3% | +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 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