+240.0%
TGEN price history and return analytics
+76.6%
+163.4%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.7% | +4.2% |
| 7D | +7.3% | +1.0% | +6.3% | +5.1% |
| 30D | -17.0% | -0.2% | -16.7% | -16.4% |
| 3M | -47.0% | +4.5% | -51.5% | -50.9% |
| 6M | +8.4% | +14.1% | -5.7% | -10.8% |
| YTD | -34.6% | +14.8% | -49.4% | -46.4% |
| 1Y | -51.1% | +21.2% | -72.3% | -62.6% |
| 3Y | +240.0% | +76.6% | +163.4% | +73.7% |
| All | +240.0% | +76.6% | +163.4% | +73.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling