+6.1%
TMB price history and return analytics
+32.0%
-25.9%
-2.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.6% |
| 7D | -1.0% | +2.9% | -3.9% | -1.2% |
| 30D | +0.6% | -2.5% | +3.1% | +0.7% |
| 3M | -1.1% | -3.3% | +2.3% | -0.9% |
| 6M | -0.5% | +1.5% | -2.0% | -0.6% |
| YTD | 0.0% | +11.4% | -11.4% | -0.6% |
| 1Y | +0.4% | +11.9% | -11.5% | -0.1% |
| All | +6.1% | +32.0% | -25.9% | +4.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling