+137.5%
TNGX vs VT
+106.9%
+30.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.5% | +7.3% | +7.5% |
| 7D | +4.9% | -0.1% | +5.0% | +5.4% |
| 30D | +2.1% | -3.1% | +5.1% | +6.8% |
| 3M | -12.2% | -3.5% | -8.7% | -7.6% |
| 6M | +5.6% | +0.5% | +5.1% | +6.6% |
| YTD | +174.3% | +10.8% | +163.5% | +142.2% |
| 1Y | +206.4% | +11.9% | +194.5% | +166.5% |
| 3Y | +190.7% | +73.0% | +117.7% | +49.7% |
| 5Y | +90.7% | +58.6% | +32.1% | +2.0% |
| All | +137.5% | +106.9% | +30.7% | +19.5% |
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