+291.7%
TMUS vs VEU
+153.9%
+137.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.7% |
| 7D | +9.5% | +0.5% | +9.0% | +9.0% |
| 30D | +13.8% | -2.3% | +16.1% | +15.5% |
| 3M | -4.6% | -4.4% | -0.2% | -1.9% |
| 6M | -11.7% | -2.2% | -9.5% | -11.5% |
| YTD | -15.4% | +10.9% | -26.3% | -24.1% |
| 1Y | -16.1% | +13.4% | -29.5% | -26.1% |
| 3Y | +20.5% | +69.7% | -49.2% | -24.6% |
| 5Y | +48.7% | +50.0% | -1.2% | +1.3% |
| 10Y | +240.8% | +145.8% | +95.0% | +51.2% |
| All | +291.7% | +153.9% | +137.8% | +85.6% |
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