+28.6%
TNGY vs VT
+26.7%
+1.9%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.5% | +1.8% |
| 7D | +7.7% | +2.9% | +4.8% | +7.7% |
| 30D | -5.5% | -2.5% | -3.0% | -5.5% |
| 3M | +3.2% | -3.3% | +6.6% | +3.1% |
| 6M | +10.8% | +1.5% | +9.3% | +10.8% |
| YTD | +26.3% | +11.4% | +15.0% | +24.4% |
| 1Y | +24.8% | +11.9% | +12.9% | +22.5% |
| All | +28.6% | +26.7% | +1.9% | +20.1% |
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 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