-19.9%
TJGC vs VT
+36.7%
-56.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.6% | +5.6% |
| 7D | +5.2% | +0.4% | +4.7% | +4.8% |
| 30D | +152.7% | +1.0% | +151.7% | +150.5% |
| 3M | +55.8% | +2.4% | +53.5% | +52.8% |
| 6M | +331.6% | +12.0% | +319.6% | +248.5% |
| YTD | +279.2% | +15.3% | +263.9% | +188.5% |
| 1Y | +119.6% | +22.6% | +97.0% | +49.5% |
| All | -19.9% | +36.7% | -56.5% | -44.8% |
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