+22.2%
TMUS vs VTV
+78.3%
-56.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.5% |
| 7D | +6.5% | +2.3% | +4.2% | +5.5% |
| 30D | +11.3% | +3.8% | +7.5% | +9.5% |
| 3M | -2.9% | +1.7% | -4.6% | -3.6% |
| 6M | -10.5% | +10.9% | -21.4% | -14.4% |
| YTD | -14.4% | +21.7% | -36.2% | -21.8% |
| 1Y | -17.9% | +23.4% | -41.3% | -25.6% |
| All | +22.2% | +78.3% | -56.1% | +0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling