+31.8%
TS price history and return analytics
+345.0%
-313.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.1% | +5.2% | +6.4% |
| 7D | -7.8% | -4.2% | -3.6% | -2.9% |
| 30D | -0.6% | -5.8% | +5.2% | +7.0% |
| 3M | -0.9% | -5.2% | +4.3% | +5.6% |
| 6M | -9.2% | +0.1% | -9.3% | -10.5% |
| YTD | +49.9% | +8.2% | +41.7% | +32.2% |
| 1Y | +43.7% | +10.1% | +33.6% | +23.5% |
| 3Y | +79.8% | +69.7% | +10.2% | -14.5% |
| 5Y | +170.5% | +53.4% | +117.2% | +44.5% |
| 10Y | +162.2% | +219.2% | -57.0% | -49.5% |
| All | +31.8% | +345.0% | -313.2% | -83.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling