+119.6%
TJGC vs VT
+23.3%
+96.3%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.6% | +5.6% |
| 7D | +5.2% | +0.4% | +4.7% | +5.6% |
| 30D | +152.7% | +1.0% | +151.7% | +155.0% |
| 3M | +55.8% | +2.4% | +53.5% | +59.7% |
| 6M | +331.6% | +12.0% | +319.6% | +320.1% |
| YTD | +279.2% | +15.3% | +263.9% | +238.8% |
| 1Y | +119.6% | +22.6% | +97.0% | +65.1% |
| All | +119.6% | +23.3% | +96.3% | +65.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling