-43.2%
TYA price history and return analytics
+70.7%
-113.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | 0.0% | +1.0% | -1.0% | -0.1% |
| 30D | -2.9% | -0.2% | -2.7% | -2.9% |
| 3M | -3.0% | +4.5% | -7.6% | -3.7% |
| 6M | -10.1% | +14.1% | -24.2% | -11.7% |
| YTD | -9.3% | +14.8% | -24.0% | -11.0% |
| 1Y | -11.2% | +21.2% | -32.3% | -13.4% |
| 3Y | +0.1% | +76.6% | -76.5% | -8.3% |
| All | -43.2% | +70.7% | -113.9% | -50.4% |
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