-33.2%
TSMZ vs VT
+15.2%
-48.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.5% | +5.7% |
| 7D | +10.8% | -0.3% | +11.2% | +10.2% |
| 30D | +22.0% | -1.4% | +23.4% | +18.8% |
| 3M | +4.4% | -1.4% | +5.7% | +2.1% |
| 6M | -4.5% | +5.5% | -9.9% | +9.2% |
| YTD | -30.5% | +12.8% | -43.3% | -8.2% |
| 1Y | -33.2% | +15.4% | -48.6% | -8.1% |
| All | -33.2% | +15.2% | -48.4% | -8.1% |
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