-72.5%
TGEN price history and return analytics
+11.9%
-84.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -0.3% | -13.7% | -13.1% |
| 7D | +11.0% | +2.4% | +8.7% | +2.7% |
| 30D | -17.0% | -1.5% | -15.5% | -12.6% |
| 3M | -54.4% | -4.1% | -50.3% | -47.4% |
| 6M | -62.3% | +0.6% | -62.9% | -62.1% |
| YTD | -61.3% | +11.0% | -72.4% | -70.0% |
| 1Y | -72.5% | +13.3% | -85.8% | -80.0% |
| All | -72.5% | +11.9% | -84.4% | -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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling