+45.9%
TEM price history and return analytics
+47.3%
-1.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.3% | -1.7% |
| 7D | -9.2% | -2.0% | -7.2% | -3.7% |
| 30D | +5.5% | -1.4% | +6.9% | +10.6% |
| 3M | +18.7% | +4.7% | +14.0% | +5.4% |
| 6M | +15.4% | +11.4% | +4.1% | -13.3% |
| YTD | -0.5% | +13.1% | -13.6% | -29.0% |
| 1Y | -24.8% | +19.0% | -43.9% | -53.6% |
| All | +45.9% | +47.3% | -1.3% | -27.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling