+132.6%
TGB vs VT
+19.6%
+112.9%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | -1.1% |
| 7D | -3.7% | -1.1% | -2.6% | -0.4% |
| 30D | -6.8% | -1.0% | -5.8% | -3.8% |
| 3M | +18.8% | +3.2% | +15.7% | +10.2% |
| 6M | +10.7% | +12.5% | -1.7% | -15.0% |
| YTD | +43.8% | +14.1% | +29.8% | +9.3% |
| 1Y | +132.6% | +18.9% | +113.7% | +70.4% |
| All | +132.6% | +19.6% | +112.9% | +70.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling