-50.9%
TGEN vs VT
+249.3%
-300.2%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +0.6% | +0.4% | +0.2% | +0.4% |
| 30D | -16.8% | +1.0% | -17.7% | -17.1% |
| 3M | -54.6% | +2.4% | -57.0% | -54.9% |
| 6M | -5.2% | +12.0% | -17.2% | -9.3% |
| YTD | -36.6% | +15.3% | -52.0% | -40.1% |
| 1Y | -55.3% | +22.6% | -77.9% | -58.7% |
| 3Y | +229.5% | +74.7% | +154.8% | +172.6% |
| 5Y | +67.4% | +66.1% | +1.2% | +39.6% |
| 10Y | -26.7% | +225.0% | -251.7% | -41.8% |
| All | -50.9% | +249.3% | -300.2% | -89.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling