+76.5%
TNA price history and return analytics
+229.8%
-153.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | -2.0% |
| 7D | -7.3% | -1.1% | -6.2% | -3.5% |
| 30D | -14.2% | -1.0% | -13.2% | -10.9% |
| 3M | -4.6% | +3.2% | -7.7% | -13.9% |
| 6M | +36.9% | +12.5% | +24.4% | -5.7% |
| YTD | +42.5% | +14.1% | +28.5% | -5.2% |
| 1Y | +45.8% | +18.9% | +26.9% | -13.9% |
| 3Y | +104.7% | +74.1% | +30.6% | -59.3% |
| 5Y | -21.7% | +66.9% | -88.6% | -75.3% |
| All | +76.5% | +229.8% | -153.2% | -87.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling