-98.6%
TVGN vs VT
+74.2%
-172.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | -0.1% |
| 7D | +0.3% | -1.1% | +1.4% | +1.7% |
| 30D | +13.8% | -1.0% | +14.7% | +15.2% |
| 3M | -36.9% | +3.2% | -40.1% | -39.4% |
| 6M | -1.6% | +12.5% | -14.1% | -14.4% |
| YTD | -55.5% | +14.1% | -69.6% | -61.9% |
| 1Y | -83.3% | +18.9% | -102.3% | -86.3% |
| 3Y | -98.6% | +74.1% | -172.7% | -99.2% |
| All | -98.6% | +74.2% | -172.9% | -99.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling