+32.7%
TNA price history and return analytics
+13.3%
+19.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.6% | +0.6% |
| 7D | -0.6% | -1.6% | +1.0% | +4.9% |
| 30D | -3.1% | -2.5% | -0.6% | +5.6% |
| 3M | -18.3% | -1.3% | -17.0% | -14.0% |
| 6M | -6.5% | +3.1% | -9.6% | -13.8% |
| YTD | +27.6% | +10.9% | +16.7% | -8.0% |
| All | +32.7% | +13.3% | +19.4% | -12.3% |
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 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