+54.0%
TPVG price history and return analytics
+215.5%
-161.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.3% |
| 7D | -3.5% | -2.3% | -1.2% | -1.0% |
| 30D | -6.4% | -5.0% | -1.5% | -1.1% |
| 3M | -11.4% | -4.9% | -6.5% | -6.5% |
| 6M | -13.4% | -1.5% | -11.9% | -12.5% |
| YTD | -22.6% | +8.5% | -31.1% | -30.0% |
| 1Y | -8.2% | +11.4% | -19.6% | -19.6% |
| 3Y | -28.6% | +70.1% | -98.7% | -62.6% |
| 5Y | -49.9% | +53.7% | -103.6% | -70.4% |
| All | +54.0% | +215.5% | -161.5% | -57.0% |
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