+32.5%
TNGY vs VT
+30.6%
+1.9%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.2% |
| 7D | +1.0% | +1.0% | 0.0% | +1.0% |
| 30D | +13.5% | -0.2% | +13.8% | +13.5% |
| 3M | +15.1% | +4.5% | +10.6% | +15.0% |
| 6M | +13.8% | +14.1% | -0.2% | +12.8% |
| YTD | +30.2% | +14.8% | +15.4% | +28.3% |
| 1Y | +34.7% | +21.2% | +13.6% | +29.8% |
| All | +32.5% | +30.6% | +1.9% | +23.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling