+41.9%
TMUS vs VTV
+80.1%
-38.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.2% |
| 7D | -5.3% | -0.7% | -4.7% | -4.9% |
| 30D | +0.1% | -0.5% | +0.6% | +0.4% |
| 3M | -0.6% | +5.3% | -5.9% | -3.9% |
| 6M | -17.5% | +12.9% | -30.4% | -24.0% |
| YTD | -11.3% | +18.5% | -29.7% | -21.0% |
| 1Y | -25.4% | +25.3% | -50.7% | -36.3% |
| 3Y | +35.5% | +68.2% | -32.7% | -8.5% |
| 5Y | +41.9% | +80.6% | -38.7% | -10.5% |
| All | +41.9% | +80.1% | -38.2% | -10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling