+1,239.7%
TNA vs VEU
+399.2%
+840.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.4% | -1.9% |
| 7D | -3.6% | +0.3% | -3.9% | -4.4% |
| 30D | -10.1% | +0.7% | -10.7% | -11.6% |
| 3M | +2.7% | +4.7% | -2.0% | -9.7% |
| 6M | +38.4% | +11.6% | +26.8% | +3.2% |
| YTD | +45.4% | +16.8% | +28.6% | -4.4% |
| 1Y | +55.9% | +24.9% | +31.1% | -13.7% |
| 3Y | +109.8% | +75.7% | +34.1% | -48.9% |
| 5Y | -22.5% | +56.1% | -78.6% | -66.5% |
| 10Y | +87.5% | +153.6% | -66.1% | -60.2% |
| All | +1,239.7% | +399.2% | +840.5% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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