+12.5%
TMAT vs VT
+57.9%
-45.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -6.0% | -1.6% | -4.4% | -3.4% |
| 30D | -11.5% | -2.5% | -9.0% | -7.5% |
| 3M | -4.7% | -1.3% | -3.4% | -2.3% |
| 6M | +1.0% | +3.1% | -2.0% | -2.9% |
| YTD | +7.9% | +10.9% | -3.0% | -7.9% |
| 1Y | -4.7% | +12.1% | -16.8% | -19.8% |
| 3Y | +96.5% | +73.9% | +22.6% | -15.6% |
| All | +12.5% | +57.9% | -45.3% | -41.9% |
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 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