-24.3%
TMF vs VT
+15.2%
-39.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.7% | +1.3% |
| 7D | +4.0% | -0.3% | +4.3% | +4.1% |
| 30D | +19.5% | -1.4% | +20.9% | +20.5% |
| 3M | -3.5% | -1.4% | -2.1% | -2.6% |
| 6M | -10.6% | +5.5% | -16.0% | -13.6% |
| YTD | -17.1% | +12.8% | -29.9% | -23.5% |
| 1Y | -24.3% | +15.4% | -39.7% | -30.4% |
| All | -24.3% | +15.2% | -39.5% | -30.4% |
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