+108.1%
TMP vs VT
+69.4%
+38.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | +1.5% |
| 7D | -1.6% | -4.2% | +2.6% | +2.6% |
| 30D | +2.3% | -5.8% | +8.1% | +8.4% |
| 3M | -0.1% | -5.2% | +5.2% | +5.2% |
| 6M | +19.5% | +0.1% | +19.3% | +18.0% |
| YTD | +41.1% | +8.2% | +32.9% | +27.2% |
| 1Y | +51.5% | +10.1% | +41.4% | +33.7% |
| All | +108.1% | +69.4% | +38.7% | -14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling