+227.9%
TPR price history and return analytics
+59.8%
+168.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -3.2% |
| 7D | +6.4% | -0.7% | +7.1% | +6.7% |
| 30D | +13.8% | -1.7% | +15.5% | +15.7% |
| 3M | -16.6% | -2.3% | -14.3% | -15.0% |
| 6M | +0.7% | +1.5% | -0.9% | -3.2% |
| YTD | +5.3% | +12.0% | -6.7% | -11.8% |
| 1Y | +32.4% | +12.9% | +19.5% | +9.6% |
| 3Y | +406.4% | +74.9% | +331.4% | +125.8% |
| 5Y | +227.9% | +59.9% | +168.0% | +72.8% |
| All | +227.9% | +59.8% | +168.2% | +72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling