+40.9%
TSMX vs VT
+15.2%
+25.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.7% | -6.1% | -11.3% |
| 7D | -19.7% | -0.3% | -19.4% | -18.6% |
| 30D | -35.3% | -1.4% | -33.9% | -30.7% |
| 3M | -14.3% | -1.4% | -12.9% | -8.0% |
| 6M | -15.5% | +5.5% | -21.0% | -25.7% |
| YTD | +35.4% | +12.8% | +22.5% | -2.2% |
| 1Y | +40.9% | +15.4% | +25.5% | -4.4% |
| All | +40.9% | +15.2% | +25.7% | -4.4% |
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