+561.5%
TGB vs VT
+74.2%
+487.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +1.0% | +1.8% |
| 7D | +7.3% | -0.1% | +7.5% | +7.6% |
| 30D | +1.8% | -0.7% | +2.5% | +3.5% |
| 3M | +35.9% | +4.0% | +31.9% | +25.8% |
| 6M | +24.2% | +12.3% | +11.9% | -0.1% |
| YTD | +57.8% | +14.0% | +43.7% | +24.2% |
| 1Y | +164.2% | +20.3% | +143.9% | +87.2% |
| All | +561.5% | +74.2% | +487.3% | +114.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling