+153.8%
TS price history and return analytics
+217.6%
-63.9%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.8% |
| 7D | +4.6% | -0.1% | +4.8% | +4.4% |
| 30D | +5.1% | -3.1% | +8.1% | +8.2% |
| 3M | +11.0% | -3.5% | +14.5% | +14.8% |
| 6M | +2.7% | +0.5% | +2.2% | +1.2% |
| YTD | +59.8% | +10.8% | +49.0% | +40.4% |
| 1Y | +49.8% | +11.9% | +37.9% | +29.9% |
| 3Y | +92.6% | +73.0% | +19.6% | +0.8% |
| 5Y | +198.9% | +58.6% | +140.3% | +72.3% |
| 10Y | +153.8% | +219.2% | -65.4% | -36.3% |
| All | +153.8% | +217.6% | -63.9% | -36.3% |
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