+255.3%
TM price history and return analytics
+345.0%
-89.7%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -4.1% | +13.4% | +12.7% |
| 7D | +10.9% | -4.2% | +15.1% | +14.4% |
| 30D | +17.5% | -5.8% | +23.3% | +22.9% |
| 3M | +17.3% | -5.2% | +22.6% | +22.0% |
| 6M | +14.8% | +0.1% | +14.7% | +13.9% |
| YTD | +1.9% | +8.2% | -6.3% | -5.1% |
| 1Y | +9.5% | +10.1% | -0.6% | +0.6% |
| 3Y | +20.4% | +69.7% | -49.3% | -21.7% |
| 5Y | +34.3% | +53.4% | -19.0% | -5.6% |
| 10Y | +149.9% | +219.2% | -69.3% | -5.6% |
| All | +255.3% | +345.0% | -89.7% | -1.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling