-98.5%
TVGN vs VT
+63.6%
-162.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +6.5% | +0.4% | +6.1% | +6.2% |
| 30D | +7.2% | +1.0% | +6.2% | +6.5% |
| 3M | -25.6% | +2.4% | -27.9% | -26.7% |
| 6M | -21.1% | +12.0% | -33.1% | -26.0% |
| YTD | -55.6% | +15.3% | -71.0% | -59.0% |
| 1Y | -83.3% | +22.6% | -105.9% | -84.9% |
| 3Y | -98.6% | +74.7% | -173.3% | -98.9% |
| All | -98.5% | +63.6% | -162.1% | -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 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