+7.2%
TMB vs VT
+28.3%
-21.1%
-2.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.2% | +0.4% |
| 7D | +0.7% | -4.2% | +4.9% | +1.0% |
| 30D | +2.1% | -5.8% | +7.9% | +2.4% |
| 3M | 0.0% | -5.2% | +5.2% | +0.2% |
| 6M | +0.5% | +0.1% | +0.4% | +0.5% |
| YTD | +1.0% | +8.2% | -7.2% | +0.6% |
| 1Y | +2.0% | +10.1% | -8.2% | +1.5% |
| All | +7.2% | +28.3% | -21.1% | +5.9% |
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 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