-75.1%
TGTX vs VT
+420.5%
-495.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.2% |
| 7D | +3.8% | +0.4% | +3.4% | +3.0% |
| 30D | +12.2% | +1.0% | +11.3% | +10.4% |
| 3M | +38.0% | +2.4% | +35.6% | +31.7% |
| 6M | +91.8% | +12.0% | +79.8% | +58.6% |
| YTD | +87.8% | +15.3% | +72.5% | +47.6% |
| 1Y | +75.6% | +22.6% | +53.0% | +24.7% |
| 3Y | +427.7% | +74.7% | +353.0% | +107.3% |
| 5Y | +85.6% | +66.1% | +19.4% | -10.5% |
| 10Y | +757.4% | +225.0% | +532.3% | +81.9% |
| All | -75.1% | +420.5% | -495.6% | -96.4% |
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