-9.2%
TNC vs VT
+21.4%
-30.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.5% |
| 7D | +6.1% | +1.0% | +5.1% | +5.2% |
| 30D | -0.1% | -0.2% | +0.1% | +0.1% |
| 3M | -13.5% | +4.5% | -18.1% | -16.4% |
| 6M | +20.5% | +14.1% | +6.4% | +9.6% |
| YTD | +1.0% | +14.8% | -13.8% | -10.4% |
| 1Y | -9.2% | +21.2% | -30.4% | -26.0% |
| All | -9.2% | +21.4% | -30.5% | -26.0% |
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