+244.6%
TMUS vs VEU
+149.7%
+94.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.3% |
| 7D | +8.2% | -0.5% | +8.7% | +8.4% |
| 30D | +13.4% | -1.0% | +14.4% | +13.8% |
| 3M | -3.0% | -3.6% | +0.6% | -1.5% |
| 6M | -8.8% | -1.2% | -7.6% | -9.1% |
| YTD | -13.8% | +12.0% | -25.8% | -21.3% |
| 1Y | -17.1% | +13.9% | -30.9% | -25.2% |
| 3Y | +22.7% | +71.3% | -48.6% | -17.7% |
| 5Y | +52.8% | +50.3% | +2.5% | +12.2% |
| 10Y | +244.6% | +150.3% | +94.3% | +69.3% |
| All | +244.6% | +149.7% | +94.9% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling