+561.6%
TEN price history and return analytics
+57.5%
+504.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +1.2% |
| 7D | -8.2% | -0.1% | -8.1% | -8.1% |
| 30D | -12.1% | -3.1% | -9.1% | -10.4% |
| 3M | +17.9% | -3.5% | +21.4% | +20.4% |
| 6M | +5.8% | +0.5% | +5.3% | +5.0% |
| YTD | +106.7% | +10.8% | +95.9% | +92.2% |
| 1Y | +85.4% | +11.9% | +73.5% | +71.2% |
| 3Y | +138.8% | +73.0% | +65.8% | +68.1% |
| 5Y | +561.6% | +58.6% | +503.0% | +420.5% |
| All | +561.6% | +57.5% | +504.0% | +420.5% |
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