-46.5%
TYA price history and return analytics
+65.1%
-111.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -5.7% | +2.4% | -8.1% | -6.0% |
| 30D | +1.3% | -1.5% | +2.8% | +1.5% |
| 3M | -9.0% | -4.1% | -4.9% | -8.5% |
| 6M | -10.6% | +0.6% | -11.1% | -10.7% |
| YTD | -14.5% | +11.0% | -25.6% | -15.7% |
| 1Y | -15.0% | +13.3% | -28.3% | -16.4% |
| 3Y | +1.4% | +73.4% | -72.0% | -6.9% |
| 5Y | -45.3% | +57.4% | -102.7% | -52.3% |
| All | -46.5% | +65.1% | -111.6% | -53.1% |
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