+43.0%
TPVG price history and return analytics
+230.5%
-187.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.1% | -0.4% | -0.4% |
| 7D | -2.0% | -4.2% | +2.2% | +2.3% |
| 30D | -7.3% | -5.8% | -1.5% | -1.6% |
| 3M | +2.3% | -5.2% | +7.6% | +7.9% |
| 6M | -9.9% | +0.1% | -10.0% | -10.5% |
| YTD | -21.0% | +8.2% | -29.3% | -27.5% |
| 1Y | -3.1% | +10.1% | -13.2% | -12.8% |
| 3Y | -28.2% | +69.7% | -97.9% | -59.2% |
| 5Y | -48.8% | +53.4% | -102.2% | -67.8% |
| 10Y | +54.9% | +219.2% | -164.4% | -47.6% |
| All | +43.0% | +230.5% | -187.5% | -53.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling