+574.4%
TEN price history and return analytics
+65.7%
+508.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.5% | +2.2% |
| 7D | +2.5% | -0.1% | +2.6% | +2.5% |
| 30D | +15.7% | -0.7% | +16.4% | +16.2% |
| 3M | +22.6% | +4.0% | +18.6% | +19.4% |
| 6M | +22.6% | +12.3% | +10.3% | +13.3% |
| YTD | +102.8% | +14.0% | +88.8% | +85.6% |
| 1Y | +102.7% | +20.3% | +82.4% | +78.9% |
| 3Y | +161.8% | +75.4% | +86.3% | +83.2% |
| 5Y | +574.4% | +66.0% | +508.4% | +408.1% |
| All | +574.4% | +65.7% | +508.7% | +408.1% |
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