+0.6%
TGEN vs VT
+57.4%
-56.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | -0.6% |
| 7D | -1.7% | +0.4% | -2.0% | -2.0% |
| 30D | -26.9% | -2.6% | -24.3% | -23.8% |
| 3M | -54.5% | -3.2% | -51.3% | -52.0% |
| 6M | -61.8% | +0.9% | -62.7% | -61.1% |
| YTD | -64.2% | +11.3% | -75.5% | -66.7% |
| 1Y | -78.7% | +14.0% | -92.7% | -80.6% |
| 3Y | +103.4% | +75.8% | +27.6% | +39.0% |
| 5Y | +0.6% | +57.8% | -57.3% | -11.7% |
| All | +0.6% | +57.4% | -56.8% | -11.7% |
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