+399.6%
TMP vs VT
+363.9%
+35.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | +1.4% |
| 7D | +1.5% | -0.3% | +1.8% | +1.8% |
| 30D | +4.8% | -1.4% | +6.2% | +6.0% |
| 3M | +1.8% | -1.4% | +3.1% | +2.9% |
| 6M | +25.4% | +5.5% | +19.9% | +19.2% |
| YTD | +44.8% | +12.8% | +31.9% | +29.4% |
| 1Y | +62.7% | +15.4% | +47.3% | +42.6% |
| 3Y | +112.7% | +76.9% | +35.8% | +30.0% |
| 5Y | +47.4% | +60.4% | -13.0% | -2.9% |
| 10Y | +90.4% | +232.8% | -142.4% | -30.9% |
| All | +399.6% | +363.9% | +35.7% | +45.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling