+221.5%
TNGX vs VT
+76.6%
+144.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.6% |
| 7D | +1.6% | +1.0% | +0.6% | 0.0% |
| 30D | -16.1% | -0.2% | -15.9% | -15.8% |
| 3M | -26.6% | +4.5% | -31.2% | -31.1% |
| 6M | +33.9% | +14.1% | +19.9% | +12.4% |
| YTD | +156.2% | +14.8% | +141.4% | +110.6% |
| 1Y | +233.3% | +21.2% | +212.1% | +149.8% |
| 3Y | +221.5% | +76.6% | +145.0% | +77.7% |
| All | +221.5% | +76.6% | +144.9% | +77.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling