+145.1%
TSMU vs VT
+23.3%
+121.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +4.8% | +0.4% | +4.4% | +2.7% |
| 30D | +4.5% | +1.0% | +3.5% | +0.5% |
| 3M | -15.5% | +2.4% | -17.9% | -19.5% |
| 6M | +20.4% | +12.0% | +8.4% | -15.9% |
| YTD | +59.2% | +15.3% | +43.9% | -0.2% |
| 1Y | +145.1% | +22.6% | +122.5% | +36.3% |
| All | +145.1% | +23.3% | +121.7% | +36.3% |
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