+43.0%
TMUS vs VEU
+56.3%
-13.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -0.3% | +1.7% | -1.9% | -0.7% |
| 30D | +3.1% | +1.0% | +2.1% | +2.8% |
| 3M | +2.4% | +5.6% | -3.2% | +0.5% |
| 6M | -17.1% | +13.7% | -30.7% | -21.0% |
| YTD | -9.1% | +17.7% | -26.8% | -14.9% |
| 1Y | -23.6% | +25.8% | -49.4% | -30.7% |
| 3Y | +38.8% | +77.1% | -38.3% | +5.2% |
| 5Y | +43.0% | +57.1% | -14.2% | +15.5% |
| All | +43.0% | +56.3% | -13.3% | +15.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling