+319.9%
TGB vs VT
+63.7%
+256.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -0.9% | -9.3% | -8.4% |
| 7D | -4.5% | -2.0% | -2.5% | -0.3% |
| 30D | -9.1% | -1.4% | -7.6% | -6.1% |
| 3M | +24.7% | +4.7% | +20.0% | +15.2% |
| 6M | +8.7% | +11.4% | -2.7% | -8.8% |
| YTD | +41.7% | +13.1% | +28.6% | +16.7% |
| 1Y | +135.2% | +19.0% | +116.2% | +76.5% |
| 3Y | +507.6% | +73.9% | +433.6% | +132.5% |
| 5Y | +319.9% | +65.4% | +254.5% | +83.3% |
| All | +319.9% | +63.7% | +256.2% | +83.3% |
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