-88.1%
TGHL vs VT
+17.8%
-105.9%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.5% | -6.6% |
| 7D | -2.2% | -0.1% | -2.0% | -2.6% |
| 30D | -47.8% | -3.1% | -44.7% | -46.7% |
| 3M | -59.9% | -3.5% | -56.4% | -58.9% |
| 6M | +15.1% | +0.5% | +14.7% | +13.6% |
| YTD | +22.1% | +10.8% | +11.3% | +18.3% |
| 1Y | -33.9% | +11.9% | -45.8% | -37.0% |
| All | -88.1% | +17.8% | -105.9% | -85.5% |
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 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