+2.9%
TMV vs VT
+69.4%
-66.5%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | -2.3% |
| 7D | -2.8% | -4.2% | +1.4% | -4.6% |
| 30D | -16.6% | -5.8% | -10.8% | -18.8% |
| 3M | +2.5% | -5.2% | +7.8% | +0.2% |
| 6M | +10.4% | +0.1% | +10.3% | +10.9% |
| YTD | +15.9% | +8.2% | +7.7% | +20.5% |
| 1Y | +22.8% | +10.1% | +12.7% | +28.5% |
| All | +2.9% | +69.4% | -66.5% | +70.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling