+70.0%
TGLR price history and return analytics
+74.4%
-4.4%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | +0.8% | +1.0% | -0.2% | -0.2% |
| 30D | -3.0% | -0.2% | -2.8% | -2.8% |
| 3M | +0.4% | +4.5% | -4.2% | -4.0% |
| 6M | +9.0% | +14.1% | -5.1% | -4.4% |
| YTD | +11.6% | +14.8% | -3.2% | -2.8% |
| 1Y | +18.6% | +21.2% | -2.6% | -2.2% |
| 3Y | +73.6% | +76.6% | -2.9% | +0.6% |
| All | +70.0% | +74.4% | -4.4% | -0.2% |
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