+194.7%
TSMX vs VT
+35.8%
+159.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.8% |
| 7D | -15.0% | -1.6% | -13.4% | -9.3% |
| 30D | -28.6% | -2.5% | -26.1% | -20.7% |
| 3M | -5.9% | -1.3% | -4.6% | +0.6% |
| 6M | -10.0% | +3.1% | -13.1% | -12.2% |
| YTD | +41.5% | +10.9% | +30.6% | +12.7% |
| 1Y | +37.1% | +12.1% | +25.1% | +6.8% |
| All | +194.7% | +35.8% | +159.0% | +52.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling