+87.5%
TMQ vs VT
+23.3%
+64.2%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +1.0% |
| 7D | -8.8% | +0.4% | -9.3% | -9.7% |
| 30D | -6.3% | +1.0% | -7.2% | -7.8% |
| 3M | -25.7% | +2.4% | -28.1% | -28.1% |
| 6M | -18.7% | +12.0% | -30.7% | -31.7% |
| YTD | -23.4% | +15.3% | -38.8% | -31.0% |
| 1Y | +87.5% | +22.6% | +64.9% | +33.2% |
| All | +87.5% | +23.3% | +64.2% | +33.2% |
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