+753.3%
TT price history and return analytics
+215.5%
+537.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.1% | +2.1% |
| 7D | -2.0% | -2.3% | +0.3% | +0.4% |
| 30D | -14.0% | -5.0% | -9.1% | -9.3% |
| 3M | -15.9% | -4.9% | -11.0% | -11.3% |
| 6M | -17.3% | -1.5% | -15.8% | -15.8% |
| YTD | +4.0% | +8.5% | -4.5% | -4.2% |
| 1Y | -7.1% | +11.4% | -18.5% | -16.7% |
| 3Y | +90.2% | +70.1% | +20.2% | +10.3% |
| 5Y | +131.1% | +53.7% | +77.4% | +48.6% |
| All | +753.3% | +215.5% | +537.7% | +154.0% |
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