+155.9%
TS price history and return analytics
+221.8%
-65.8%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.9% |
| 7D | +4.1% | +2.4% | +1.8% | +1.5% |
| 30D | +5.3% | -1.5% | +6.8% | +6.7% |
| 3M | +16.4% | -4.1% | +20.6% | +21.3% |
| 6M | -1.8% | +0.6% | -2.3% | -3.3% |
| YTD | +62.5% | +11.0% | +51.5% | +42.4% |
| 1Y | +52.5% | +13.3% | +39.2% | +30.4% |
| 3Y | +95.0% | +73.4% | +21.6% | +1.9% |
| 5Y | +206.4% | +57.4% | +148.9% | +78.4% |
| All | +155.9% | +221.8% | -65.8% | -35.2% |
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