-73.6%
TGEN price history and return analytics
+235.5%
-309.1%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.6% | -4.8% |
| 7D | -10.6% | -0.1% | -10.5% | -10.4% |
| 30D | -30.6% | -3.1% | -27.5% | -29.0% |
| 3M | -56.7% | -3.5% | -53.2% | -55.5% |
| 6M | -63.7% | +0.5% | -64.2% | -63.2% |
| YTD | -66.0% | +10.8% | -76.8% | -66.9% |
| 1Y | -79.4% | +11.9% | -91.3% | -80.0% |
| 3Y | +102.2% | +73.0% | +29.2% | +70.9% |
| 5Y | -5.6% | +58.6% | -64.2% | -18.8% |
| 10Y | -63.5% | +219.2% | -282.7% | -70.2% |
| All | -73.6% | +235.5% | -309.1% | -94.3% |
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