-19.1%
TJGC price history and return analytics
+36.0%
-55.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.3% |
| 7D | +4.9% | +1.0% | +3.9% | +4.1% |
| 30D | +187.9% | -0.2% | +188.2% | +187.9% |
| 3M | +67.1% | +4.5% | +62.5% | +61.2% |
| 6M | +337.9% | +14.1% | +323.9% | +238.2% |
| YTD | +282.9% | +14.8% | +268.1% | +192.2% |
| 1Y | +75.2% | +21.2% | +54.0% | +21.0% |
| All | -19.1% | +36.0% | -55.1% | -44.1% |
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