+147.5%
TM price history and return analytics
+223.7%
-76.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | -1.0% |
| 7D | +11.6% | +0.4% | +11.2% | +10.8% |
| 30D | +17.9% | -2.6% | +20.5% | +19.9% |
| 3M | +15.0% | -3.2% | +18.2% | +17.5% |
| 6M | +16.5% | +0.9% | +15.6% | +14.8% |
| YTD | +2.1% | +11.3% | -9.2% | -7.0% |
| 1Y | +8.2% | +14.0% | -5.8% | -3.3% |
| 3Y | +24.1% | +75.8% | -51.7% | -20.4% |
| 5Y | +36.9% | +57.8% | -21.0% | -5.3% |
| 10Y | +147.5% | +219.8% | -72.3% | -6.4% |
| All | +147.5% | +223.7% | -76.1% | -6.4% |
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