+135.7%
TT price history and return analytics
+57.4%
+78.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +1.9% |
| 7D | +1.7% | +0.4% | +1.4% | +1.3% |
| 30D | -11.8% | -2.6% | -9.2% | -9.2% |
| 3M | -12.6% | -3.2% | -9.4% | -9.4% |
| 6M | -9.4% | +0.9% | -10.3% | -10.1% |
| YTD | +8.8% | +11.3% | -2.5% | -2.6% |
| 1Y | -2.5% | +14.0% | -16.5% | -14.9% |
| 3Y | +95.7% | +75.8% | +19.8% | +8.6% |
| 5Y | +135.7% | +57.8% | +77.9% | +42.1% |
| All | +135.7% | +57.4% | +78.4% | +42.1% |
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