-19.3%
TMUSI vs VT
+12.5%
-31.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.6% |
| 7D | +3.9% | -0.1% | +4.1% | +3.9% |
| 30D | +4.6% | -3.1% | +7.7% | +5.1% |
| 3M | -11.1% | -3.5% | -7.6% | -10.6% |
| 6M | -15.2% | +0.5% | -15.6% | -15.5% |
| YTD | -19.2% | +10.8% | -30.0% | -21.0% |
| 1Y | -19.3% | +11.9% | -31.2% | -21.3% |
| All | -19.3% | +12.5% | -31.8% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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