+7.0%
TYA price history and return analytics
+69.7%
-62.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | +1.1% | -2.3% | +3.4% | +1.4% |
| 30D | +8.7% | -5.0% | +13.6% | +9.4% |
| 3M | -2.5% | -4.9% | +2.4% | -1.8% |
| 6M | -7.0% | -1.5% | -5.5% | -6.9% |
| YTD | -9.3% | +8.5% | -17.8% | -10.0% |
| 1Y | -10.2% | +11.4% | -21.5% | -10.9% |
| 3Y | +7.0% | +70.1% | -63.1% | -13.9% |
| All | +7.0% | +69.7% | -62.7% | -13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling