+52.1%
TMUS vs VTV
+77.3%
-25.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.4% |
| 7D | +6.5% | +2.3% | +4.2% | +5.0% |
| 30D | +11.3% | +3.8% | +7.5% | +8.6% |
| 3M | -2.9% | +1.7% | -4.6% | -3.9% |
| 6M | -10.5% | +10.9% | -21.4% | -16.4% |
| YTD | -14.4% | +21.7% | -36.2% | -25.2% |
| 1Y | -17.9% | +23.4% | -41.3% | -28.9% |
| 3Y | +21.9% | +78.0% | -56.1% | -21.0% |
| 5Y | +52.1% | +77.4% | -25.3% | -1.1% |
| All | +52.1% | +77.3% | -25.2% | -1.1% |
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