-26.5%
TMUS vs VTV
+27.0%
-53.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.2% | -3.4% |
| 7D | +0.1% | +0.5% | -0.4% | 0.0% |
| 30D | +5.3% | +1.1% | +4.1% | +5.2% |
| 3M | +3.1% | +5.9% | -2.7% | +3.1% |
| 6M | -16.5% | +11.6% | -28.1% | -16.1% |
| YTD | -9.2% | +19.8% | -29.0% | -9.9% |
| 1Y | -26.5% | +26.2% | -52.7% | -28.5% |
| All | -26.5% | +27.0% | -53.5% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling