+165.7%
TEN price history and return analytics
+226.9%
-61.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.6% |
| 7D | +3.3% | -2.0% | +5.3% | +5.1% |
| 30D | +17.0% | -1.4% | +18.4% | +18.4% |
| 3M | +23.5% | +4.7% | +18.8% | +18.1% |
| 6M | +21.5% | +11.4% | +10.1% | +9.5% |
| YTD | +104.6% | +13.1% | +91.6% | +81.8% |
| 1Y | +113.3% | +19.0% | +94.2% | +80.5% |
| 3Y | +164.1% | +73.9% | +90.1% | +56.5% |
| 5Y | +585.4% | +65.4% | +520.1% | +321.7% |
| All | +165.7% | +226.9% | -61.1% | -18.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling