+62.2%
TGB price history and return analytics
+368.9%
-306.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.2% |
| 7D | -3.7% | -1.1% | -2.6% | -2.0% |
| 30D | -6.8% | -1.0% | -5.8% | -5.2% |
| 3M | +18.8% | +3.2% | +15.7% | +14.8% |
| 6M | +10.7% | +12.5% | -1.7% | -3.7% |
| YTD | +43.8% | +14.1% | +29.8% | +23.6% |
| 1Y | +132.6% | +18.9% | +113.7% | +89.2% |
| 3Y | +503.0% | +74.1% | +428.9% | +197.8% |
| 5Y | +326.2% | +66.9% | +259.3% | +135.8% |
| 10Y | +1,708.9% | +228.3% | +1,480.6% | +305.7% |
| All | +62.2% | +368.9% | -306.8% | -80.0% |
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