+200.4%
TVTX price history and return analytics
+229.8%
-29.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -3.0% |
| 7D | +1.4% | -1.1% | +2.5% | +2.6% |
| 30D | +6.5% | -1.0% | +7.4% | +7.6% |
| 3M | +35.3% | +3.2% | +32.1% | +29.9% |
| 6M | +132.4% | +12.5% | +119.9% | +102.5% |
| YTD | +73.2% | +14.1% | +59.1% | +48.4% |
| 1Y | +164.7% | +18.9% | +145.8% | +116.9% |
| 3Y | +376.7% | +74.1% | +302.6% | +160.7% |
| 5Y | +181.0% | +66.9% | +114.1% | +61.3% |
| All | +200.4% | +229.8% | -29.4% | -18.1% |
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