-32.0%
TSYY price history and return analytics
+35.9%
-67.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.7% |
| 7D | +2.0% | -0.1% | +2.1% | +2.1% |
| 30D | +3.5% | -0.7% | +4.2% | +4.3% |
| 3M | -1.5% | +4.0% | -5.5% | -6.2% |
| 6M | -11.5% | +12.3% | -23.8% | -23.7% |
| YTD | -18.9% | +14.0% | -33.0% | -31.5% |
| 1Y | -14.9% | +20.3% | -35.2% | -32.7% |
| All | -32.0% | +35.9% | -67.9% | -53.6% |
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