-45.3%
TNA price history and return analytics
+57.0%
-102.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | 0.0% |
| 7D | +3.7% | +2.4% | +1.4% | -4.2% |
| 30D | +4.4% | -1.5% | +5.9% | +11.7% |
| 3M | -26.7% | -4.1% | -22.5% | -13.1% |
| 6M | -12.8% | +0.6% | -13.4% | -11.7% |
| YTD | +22.7% | +11.0% | +11.6% | -10.6% |
| 1Y | +35.7% | +13.3% | +22.3% | -7.4% |
| 3Y | +134.6% | +73.4% | +61.2% | -56.2% |
| All | -45.3% | +57.0% | -102.4% | -79.2% |
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