-45.0%
TYA price history and return analytics
+66.6%
-111.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.7% | -0.7% |
| 7D | -2.4% | -0.7% | -1.7% | -2.3% |
| 30D | +4.7% | -1.7% | +6.5% | +4.9% |
| 3M | -5.3% | -2.3% | -3.0% | -5.0% |
| 6M | -8.9% | +1.5% | -10.4% | -9.1% |
| YTD | -12.2% | +12.0% | -24.2% | -13.5% |
| 1Y | -13.4% | +12.9% | -26.3% | -14.9% |
| 3Y | +4.1% | +74.9% | -70.9% | -4.5% |
| 5Y | -43.4% | +59.9% | -103.3% | -50.7% |
| All | -45.0% | +66.6% | -111.6% | -51.8% |
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