+255.1%
TMDX vs VT
+57.0%
+198.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.2% |
| 7D | +3.6% | +2.4% | +1.2% | -0.1% |
| 30D | +21.0% | -1.5% | +22.5% | +24.4% |
| 3M | +1.9% | -4.1% | +6.1% | +9.4% |
| 6M | +42.4% | +0.6% | +41.8% | +40.6% |
| YTD | -24.9% | +11.0% | -35.9% | -38.2% |
| 1Y | -20.9% | +13.3% | -34.3% | -37.1% |
| 3Y | +53.2% | +73.4% | -20.2% | -43.4% |
| All | +255.1% | +57.0% | +198.1% | +72.9% |
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