+73.8%
TVAL price history and return analytics
+74.4%
-0.6%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.4% |
| 7D | -1.9% | -2.0% | +0.1% | -0.4% |
| 30D | -1.6% | -1.4% | -0.2% | -0.6% |
| 3M | +6.1% | +4.7% | +1.4% | +2.3% |
| 6M | +16.1% | +11.4% | +4.8% | +6.5% |
| YTD | +21.2% | +13.1% | +8.2% | +9.8% |
| 1Y | +28.4% | +19.0% | +9.3% | +11.5% |
| 3Y | +72.8% | +73.9% | -1.1% | +11.1% |
| All | +73.8% | +74.4% | -0.6% | +12.0% |
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 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