+416.5%
TPR price history and return analytics
+69.7%
+346.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.3% |
| 7D | +14.2% | -2.3% | +16.5% | +16.7% |
| 30D | +17.1% | -5.0% | +22.0% | +23.8% |
| 3M | -17.7% | -4.9% | -12.8% | -13.5% |
| 6M | -10.2% | -1.5% | -8.6% | -10.1% |
| YTD | +4.9% | +8.5% | -3.6% | -8.1% |
| 1Y | +36.1% | +11.4% | +24.8% | +14.9% |
| 3Y | +416.5% | +70.1% | +346.4% | +140.5% |
| All | +416.5% | +69.7% | +346.7% | +140.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling