-49.5%
TG price history and return analytics
+57.4%
-106.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.6% | +6.9% | +6.8% |
| 7D | -21.6% | +0.4% | -22.0% | -21.9% |
| 30D | -16.1% | -2.6% | -13.5% | -13.8% |
| 3M | -33.6% | -3.2% | -30.4% | -31.4% |
| 6M | -43.0% | +0.9% | -43.9% | -43.7% |
| YTD | -17.8% | +11.3% | -29.1% | -26.5% |
| 1Y | -14.1% | +14.0% | -28.1% | -25.0% |
| 3Y | +32.6% | +75.8% | -43.3% | -21.0% |
| 5Y | -49.5% | +57.8% | -107.3% | -67.4% |
| All | -49.5% | +57.4% | -106.8% | -67.4% |
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 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