+59.7%
TEM price history and return analytics
+49.5%
+10.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.9% |
| 7D | +3.2% | +1.0% | +2.2% | +0.4% |
| 30D | +23.5% | -0.2% | +23.8% | +25.0% |
| 3M | +32.3% | +4.5% | +27.8% | +17.7% |
| 6M | +23.0% | +14.1% | +9.0% | -13.9% |
| YTD | +8.9% | +14.8% | -5.9% | -25.6% |
| 1Y | -19.9% | +21.2% | -41.1% | -53.1% |
| All | +59.7% | +49.5% | +10.2% | -23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling