+174.0%
TS price history and return analytics
+53.4%
+120.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +3.9% | +3.9% |
| 7D | -2.4% | -2.3% | -0.1% | -0.7% |
| 30D | +5.9% | -5.0% | +10.8% | +10.3% |
| 3M | +10.2% | -4.9% | +15.1% | +14.6% |
| 6M | -3.9% | -1.5% | -2.3% | -3.2% |
| YTD | +56.1% | +8.5% | +47.6% | +43.5% |
| 1Y | +47.7% | +11.4% | +36.3% | +32.3% |
| 3Y | +84.2% | +70.1% | +14.1% | +12.5% |
| All | +174.0% | +53.4% | +120.6% | +84.2% |
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 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