+154.5%
TS price history and return analytics
+222.7%
-68.2%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | +7.8% | +2.9% | +4.9% | +4.5% |
| 30D | +4.1% | -2.5% | +6.6% | +6.6% |
| 3M | +14.7% | -3.3% | +18.0% | +18.3% |
| 6M | -0.6% | +1.5% | -2.1% | -3.1% |
| YTD | +61.6% | +11.4% | +50.3% | +41.2% |
| 1Y | +51.7% | +11.9% | +39.8% | +31.6% |
| 3Y | +94.8% | +73.9% | +20.9% | +1.4% |
| 5Y | +204.7% | +57.9% | +146.8% | +76.8% |
| All | +154.5% | +222.7% | -68.2% | -35.8% |
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