+296.2%
TMUS vs VEU
+154.0%
+142.2%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | 0.0% |
| 7D | +6.5% | +2.4% | +4.1% | +4.7% |
| 30D | +11.3% | -2.0% | +13.3% | +12.7% |
| 3M | -2.9% | -5.1% | +2.2% | +0.4% |
| 6M | -10.5% | -0.7% | -9.8% | -11.3% |
| YTD | -14.4% | +11.0% | -25.4% | -23.3% |
| 1Y | -17.9% | +12.4% | -30.3% | -27.2% |
| 3Y | +21.9% | +69.8% | -47.9% | -23.8% |
| 5Y | +52.1% | +48.2% | +3.9% | +4.6% |
| 10Y | +242.4% | +148.1% | +94.2% | +50.7% |
| All | +296.2% | +154.0% | +142.2% | +87.7% |
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