-21.1%
TMF vs VT
+10.7%
-31.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.6% | +3.0% |
| 7D | +2.7% | -4.2% | +6.9% | +5.3% |
| 30D | +19.3% | -5.8% | +25.1% | +23.7% |
| 3M | -3.7% | -5.2% | +1.6% | -0.5% |
| 6M | -11.3% | +0.1% | -11.4% | -11.8% |
| YTD | -16.6% | +8.2% | -24.8% | -21.3% |
| 1Y | -21.1% | +10.1% | -31.2% | -26.0% |
| All | -21.1% | +10.7% | -31.8% | -26.0% |
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