+240.5%
TPZ price history and return analytics
+480.9%
-240.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.3% |
| 7D | -8.4% | -2.3% | -6.1% | -7.0% |
| 30D | -4.6% | -5.0% | +0.3% | -1.4% |
| 3M | -6.1% | -4.9% | -1.3% | -3.1% |
| 6M | -10.2% | -1.5% | -8.7% | -9.8% |
| YTD | -0.5% | +8.5% | -9.0% | -6.8% |
| 1Y | -2.5% | +11.4% | -13.9% | -10.3% |
| 3Y | +68.0% | +70.1% | -2.1% | +14.3% |
| 5Y | +100.9% | +53.7% | +47.2% | +45.3% |
| 10Y | +99.9% | +220.0% | -120.0% | -7.2% |
| All | +240.5% | +480.9% | -240.4% | +28.1% |
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 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