-36.5%
TPVG price history and return analytics
+74.5%
-111.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.2% | -4.4% |
| 7D | -11.9% | +2.9% | -14.8% | -13.7% |
| 30D | -12.3% | -2.5% | -9.8% | -10.7% |
| 3M | -23.0% | -3.3% | -19.7% | -21.1% |
| 6M | -24.3% | +1.5% | -25.8% | -25.3% |
| YTD | -30.4% | +11.4% | -41.8% | -36.0% |
| 1Y | -20.5% | +11.9% | -32.4% | -27.2% |
| All | -36.5% | +74.5% | -111.0% | -58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling