-98.5%
TVGN vs VT
+61.7%
-160.2%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.8% | +0.5% |
| 7D | +2.4% | -0.1% | +2.5% | +2.4% |
| 30D | +14.9% | -0.7% | +15.5% | +15.4% |
| 3M | -31.7% | +4.0% | -35.7% | -33.3% |
| 6M | -5.3% | +12.3% | -17.6% | -11.2% |
| YTD | -55.6% | +14.0% | -69.7% | -58.7% |
| 1Y | -83.4% | +20.3% | -103.7% | -84.9% |
| 3Y | -98.6% | +75.4% | -174.1% | -98.9% |
| All | -98.5% | +61.7% | -160.2% | -98.8% |
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