+12.0%
TMQ vs VT
+57.5%
-45.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.5% | -6.3% |
| 7D | -1.8% | -0.1% | -1.7% | -1.3% |
| 30D | -23.2% | -3.1% | -20.2% | -19.6% |
| 3M | -44.6% | -3.5% | -41.1% | -41.5% |
| 6M | -52.1% | +0.5% | -52.6% | -51.1% |
| YTD | -50.1% | +10.8% | -60.9% | -53.4% |
| 1Y | -45.4% | +11.9% | -57.3% | -49.5% |
| 3Y | +377.8% | +73.0% | +304.8% | +179.2% |
| 5Y | +12.0% | +58.6% | -46.6% | -23.1% |
| All | +12.0% | +57.5% | -45.6% | -23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling