+320.5%
TMUS vs VEU
+170.5%
+150.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.9% |
| 7D | +0.1% | +1.1% | -1.1% | -0.8% |
| 30D | +5.3% | +2.2% | +3.1% | +3.5% |
| 3M | +3.1% | +3.0% | +0.2% | +0.1% |
| 6M | -16.5% | +10.9% | -27.3% | -24.2% |
| YTD | -9.2% | +18.2% | -27.4% | -21.9% |
| 1Y | -26.5% | +28.3% | -54.8% | -41.0% |
| 3Y | +39.0% | +74.6% | -35.6% | -14.3% |
| 5Y | +40.4% | +56.4% | -16.0% | -6.7% |
| 10Y | +303.7% | +153.0% | +150.7% | +76.7% |
| All | +320.5% | +170.5% | +150.0% | +91.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling