+27.1%
V vs TMUS
-16.4%
+43.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.1% | -4.3% | -0.6% |
| 7D | -0.8% | +5.3% | -6.1% | -1.4% |
| 30D | +9.5% | +13.5% | -4.0% | +8.0% |
| 3M | +16.7% | -4.2% | +20.9% | +16.9% |
| 6M | +32.9% | -11.9% | +44.8% | +34.3% |
| YTD | +21.1% | -15.6% | +36.7% | +22.3% |
| All | +27.1% | -16.4% | +43.5% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TMUS.
Daily Out/Under-Performance
Portfolio return minus TMUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMUS 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 TMUS 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