-45.6%
TEN price history and return analytics
+357.6%
-403.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | -2.7% |
| 7D | -9.5% | +0.4% | -9.9% | -9.9% |
| 30D | -12.9% | -2.6% | -10.3% | -10.8% |
| 3M | +14.4% | -3.2% | +17.6% | +17.8% |
| 6M | +4.9% | +0.9% | +3.9% | +3.1% |
| YTD | +104.9% | +11.3% | +93.6% | +83.1% |
| 1Y | +86.3% | +14.0% | +72.3% | +62.5% |
| 3Y | +138.1% | +75.8% | +62.3% | +36.1% |
| 5Y | +543.5% | +57.8% | +485.7% | +299.4% |
| 10Y | +213.1% | +219.8% | -6.7% | -3.3% |
| All | -45.6% | +357.6% | -403.2% | -89.4% |
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