+72.1%
TNL vs VT
+58.5%
+13.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.6% | -1.4% |
| 7D | +4.3% | +2.9% | +1.4% | +0.2% |
| 30D | +24.2% | -2.5% | +26.7% | +28.5% |
| 3M | +5.7% | -3.3% | +9.1% | +10.6% |
| 6M | +26.2% | +1.5% | +24.7% | +22.3% |
| YTD | +13.8% | +11.4% | +2.5% | -4.1% |
| 1Y | +25.1% | +11.9% | +13.2% | +4.6% |
| 3Y | +153.9% | +73.9% | +80.0% | +11.2% |
| 5Y | +72.1% | +57.9% | +14.2% | -7.7% |
| All | +72.1% | +58.5% | +13.5% | -7.7% |
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 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