+105.0%
TYG price history and return analytics
+58.5%
+46.5%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | +5.8% | +2.9% | +2.9% | +3.5% |
| 30D | -5.8% | -2.5% | -3.2% | -3.9% |
| 3M | -9.2% | -3.3% | -5.8% | -6.8% |
| 6M | -12.8% | +1.5% | -14.4% | -14.3% |
| YTD | +2.2% | +11.4% | -9.2% | -7.6% |
| 1Y | -3.7% | +11.9% | -15.6% | -13.4% |
| 3Y | +87.8% | +73.9% | +14.0% | +13.6% |
| 5Y | +105.0% | +57.9% | +47.2% | +31.8% |
| All | +105.0% | +58.5% | +46.5% | +31.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling