-18.3%
TMUSL vs VT
+18.5%
-36.8%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.9% | +0.6% |
| 7D | +2.0% | -4.2% | +6.2% | +2.8% |
| 30D | -4.2% | -5.8% | +1.6% | -3.2% |
| 3M | -11.8% | -5.2% | -6.5% | -10.9% |
| 6M | -17.5% | +0.1% | -17.7% | -17.6% |
| YTD | -18.1% | +8.2% | -26.4% | -19.5% |
| 1Y | -18.0% | +10.1% | -28.1% | -19.5% |
| All | -18.3% | +18.5% | -36.8% | -22.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling