-31.8%
TSYY price history and return analytics
+32.3%
-64.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.2% |
| 7D | +1.7% | +2.4% | -0.7% | -1.0% |
| 30D | +0.6% | -1.5% | +2.1% | +2.1% |
| 3M | +3.0% | -4.1% | +7.2% | +7.8% |
| 6M | -6.9% | +0.6% | -7.5% | -8.1% |
| YTD | -18.8% | +11.0% | -29.8% | -29.4% |
| 1Y | -15.0% | +13.3% | -28.4% | -28.2% |
| All | -31.8% | +32.3% | -64.2% | -52.2% |
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 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