+205.0%
TS price history and return analytics
+59.8%
+145.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +0.7% |
| 7D | +9.5% | -0.7% | +10.2% | +9.9% |
| 30D | +5.4% | -1.7% | +7.2% | +6.8% |
| 3M | +14.5% | -2.3% | +16.8% | +16.4% |
| 6M | +0.9% | +1.5% | -0.6% | -1.1% |
| YTD | +62.3% | +12.0% | +50.3% | +45.3% |
| 1Y | +51.2% | +12.9% | +38.3% | +34.3% |
| 3Y | +95.7% | +74.9% | +20.7% | +17.1% |
| 5Y | +205.0% | +59.9% | +145.1% | +95.6% |
| All | +205.0% | +59.8% | +145.3% | +95.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling