+317.8%
TMUS vs VEU
+150.1%
+167.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.0% |
| 7D | -5.3% | +0.3% | -5.6% | -5.5% |
| 30D | +0.1% | +0.7% | -0.6% | -0.3% |
| 3M | -0.6% | +4.7% | -5.3% | -3.6% |
| 6M | -17.5% | +11.6% | -29.2% | -23.7% |
| YTD | -11.3% | +16.8% | -28.1% | -20.6% |
| 1Y | -25.4% | +24.9% | -50.3% | -36.3% |
| 3Y | +35.5% | +75.7% | -40.2% | -9.9% |
| 5Y | +41.9% | +56.1% | -14.2% | +2.3% |
| 10Y | +317.8% | +153.6% | +164.2% | +104.4% |
| All | +317.8% | +150.1% | +167.7% | +104.4% |
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