-85.8%
TV price history and return analytics
+355.4%
-441.3%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.1% |
| 7D | +8.3% | -0.1% | +8.4% | +8.2% |
| 30D | +6.3% | -3.1% | +9.4% | +9.6% |
| 3M | -18.7% | -3.5% | -15.2% | -15.5% |
| 6M | -17.5% | +0.5% | -18.0% | -18.6% |
| YTD | -19.2% | +10.8% | -30.0% | -28.8% |
| 1Y | -19.8% | +11.9% | -31.7% | -30.2% |
| 3Y | +21.7% | +73.0% | -51.2% | -35.3% |
| 5Y | -71.4% | +58.6% | -130.0% | -82.9% |
| 10Y | -86.3% | +219.2% | -305.5% | -95.9% |
| All | -85.8% | +355.4% | -441.3% | -97.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling