+44.3%
TPVG vs VT
+238.7%
-194.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +3.2% | -1.6% | +4.8% | +4.9% |
| 30D | -8.2% | -2.5% | -5.7% | -5.9% |
| 3M | +2.4% | -1.3% | +3.7% | +3.6% |
| 6M | -10.4% | +3.1% | -13.5% | -13.6% |
| YTD | -20.3% | +10.9% | -31.3% | -28.7% |
| 1Y | -2.6% | +12.1% | -14.6% | -13.9% |
| 3Y | -27.6% | +73.9% | -101.5% | -59.8% |
| 5Y | -44.7% | +58.0% | -102.7% | -66.2% |
| 10Y | +61.6% | +225.5% | -163.8% | -46.5% |
| All | +44.3% | +238.7% | -194.4% | -54.4% |
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