+119.9%
TSMX vs VT
+32.4%
+87.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.0% | -4.1% | -17.9% | -7.1% |
| 7D | -34.9% | -4.2% | -30.7% | -22.1% |
| 30D | -48.7% | -5.8% | -42.9% | -34.2% |
| 3M | -32.2% | -5.2% | -27.0% | -14.5% |
| 6M | -31.6% | +0.1% | -31.7% | -24.3% |
| YTD | +5.6% | +8.2% | -2.6% | -6.3% |
| 1Y | +10.1% | +10.1% | 0.0% | -6.9% |
| All | +119.9% | +32.4% | +87.5% | +26.9% |
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 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