+62.5%
TSI price history and return analytics
+222.7%
-160.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | -0.5% | -0.7% | +0.2% | -0.3% |
| 3M | -1.3% | +4.0% | -5.3% | -2.3% |
| 6M | -3.1% | +12.3% | -15.3% | -6.0% |
| YTD | -7.7% | +14.0% | -21.7% | -10.9% |
| 1Y | -4.9% | +20.3% | -25.2% | -9.5% |
| 3Y | +18.7% | +75.4% | -56.7% | +1.6% |
| 5Y | +11.3% | +66.0% | -54.6% | -3.7% |
| 10Y | +62.5% | +228.2% | -165.7% | +10.7% |
| All | +62.5% | +222.7% | -160.2% | +10.7% |
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