-40.5%
TSQ price history and return analytics
+66.2%
-106.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.5% |
| 7D | -2.7% | +1.0% | -3.7% | -3.5% |
| 30D | -15.0% | -0.2% | -14.7% | -14.7% |
| 3M | -13.3% | +4.5% | -17.8% | -16.7% |
| 6M | -19.3% | +14.1% | -33.3% | -27.9% |
| YTD | +18.0% | +14.8% | +3.2% | +4.6% |
| 1Y | -14.4% | +21.2% | -35.6% | -27.7% |
| 3Y | -22.2% | +76.6% | -98.8% | -51.3% |
| 5Y | -40.5% | +66.6% | -107.1% | -61.9% |
| All | -40.5% | +66.2% | -106.7% | -61.9% |
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