+19.3%
TM price history and return analytics
+69.7%
-50.5%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.1% |
| 7D | +10.5% | -2.3% | +12.8% | +12.3% |
| 30D | +18.2% | -5.0% | +23.1% | +23.4% |
| 3M | +15.3% | -4.9% | +20.2% | +20.2% |
| 6M | +10.8% | -1.5% | +12.4% | +11.0% |
| YTD | +1.0% | +8.5% | -7.5% | -9.0% |
| 1Y | +6.5% | +11.4% | -4.8% | -6.8% |
| 3Y | +19.3% | +70.1% | -50.8% | -32.3% |
| All | +19.3% | +69.7% | -50.5% | -32.3% |
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