+172.8%
TS price history and return analytics
+221.4%
-48.7%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.4% |
| 7D | +0.6% | +1.0% | -0.4% | -0.5% |
| 30D | +7.4% | -0.2% | +7.6% | +7.6% |
| 3M | -9.3% | +4.5% | -13.9% | -14.1% |
| 6M | +10.5% | +14.1% | -3.5% | -5.4% |
| YTD | +51.0% | +14.8% | +36.2% | +28.3% |
| 1Y | +66.4% | +21.2% | +45.2% | +32.6% |
| 3Y | +97.9% | +76.6% | +21.3% | +1.9% |
| 5Y | +243.7% | +66.6% | +177.1% | +88.3% |
| 10Y | +172.8% | +222.3% | -49.5% | -30.8% |
| All | +172.8% | +221.4% | -48.7% | -30.8% |
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 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