+613.7%
TPR price history and return analytics
+355.4%
+258.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.2% |
| 7D | +12.1% | -0.1% | +12.2% | +11.7% |
| 30D | +16.7% | -3.1% | +19.7% | +20.4% |
| 3M | -17.4% | -3.5% | -13.9% | -14.6% |
| 6M | +2.3% | +0.5% | +1.8% | +0.4% |
| YTD | +7.1% | +10.8% | -3.6% | -6.4% |
| 1Y | +29.5% | +11.9% | +17.6% | +11.8% |
| 3Y | +415.0% | +73.0% | +342.1% | +166.8% |
| 5Y | +261.5% | +58.6% | +202.9% | +113.5% |
| 10Y | +383.3% | +219.2% | +164.1% | +43.6% |
| All | +613.7% | +355.4% | +258.3% | +56.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling