-75.2%
TGHL vs VT
+22.6%
-97.9%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | +12.0% | +0.4% | +11.6% | +11.6% |
| 30D | +3.8% | +1.0% | +2.9% | +3.1% |
| 3M | +37.0% | +2.4% | +34.6% | +33.1% |
| 6M | +126.2% | +12.0% | +114.2% | +115.6% |
| YTD | +153.6% | +15.3% | +138.3% | +139.2% |
| 1Y | -75.5% | +22.6% | -98.1% | -70.9% |
| All | -75.2% | +22.6% | -97.9% | -70.7% |
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 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