+149.3%
TNGX vs VT
+107.3%
+41.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +3.0% |
| 7D | +18.6% | +2.4% | +16.3% | +15.1% |
| 30D | +14.9% | -1.5% | +16.4% | +17.8% |
| 3M | -0.6% | -4.1% | +3.5% | +5.6% |
| 6M | 0.0% | +0.6% | -0.6% | +0.8% |
| YTD | +187.8% | +11.0% | +176.8% | +153.6% |
| 1Y | +230.3% | +13.3% | +217.0% | +182.7% |
| 3Y | +236.9% | +73.4% | +163.5% | +73.1% |
| 5Y | +91.7% | +57.4% | +34.3% | +2.7% |
| All | +149.3% | +107.3% | +41.9% | +25.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling