+106.7%
TPZ price history and return analytics
+221.4%
-114.7%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.9% |
| 7D | +1.8% | +1.0% | +0.8% | +1.0% |
| 30D | +4.0% | -0.2% | +4.2% | +4.1% |
| 3M | +2.3% | +4.5% | -2.2% | -1.7% |
| 6M | -0.4% | +14.1% | -14.4% | -11.5% |
| YTD | +9.6% | +14.8% | -5.2% | -3.3% |
| 1Y | +11.7% | +21.2% | -9.5% | -6.0% |
| 3Y | +87.0% | +76.6% | +10.5% | +12.0% |
| 5Y | +132.7% | +66.6% | +66.1% | +45.5% |
| 10Y | +106.7% | +222.3% | -115.6% | -27.1% |
| All | +106.7% | +221.4% | -114.7% | -27.1% |
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