-40.0%
TMDE vs VT
+11.9%
-51.9%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -2.1% |
| 7D | -12.4% | +2.9% | -15.3% | -5.2% |
| 30D | -32.1% | -2.5% | -29.6% | -37.0% |
| 3M | -40.9% | -3.3% | -37.5% | -46.8% |
| 6M | -57.4% | +1.5% | -59.0% | -54.3% |
| YTD | +1.2% | +11.4% | -10.2% | +40.8% |
| 1Y | -40.0% | +11.9% | -51.9% | -16.5% |
| All | -40.0% | +11.9% | -51.9% | -16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling