-21.0%
TMUSZ vs VT
+10.7%
-31.7%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.7% | +1.3% |
| 7D | +3.5% | -4.2% | +7.7% | +4.2% |
| 30D | -1.5% | -5.8% | +4.3% | -0.5% |
| 3M | -11.7% | -5.2% | -6.5% | -10.9% |
| 6M | -16.9% | +0.1% | -17.0% | -17.2% |
| YTD | -21.6% | +8.2% | -29.8% | -23.3% |
| 1Y | -21.0% | +10.1% | -31.1% | -22.9% |
| All | -21.0% | +10.7% | -31.7% | -22.9% |
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