-54.5%
TMC price history and return analytics
+65.1%
-119.6%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.7% | -2.2% |
| 7D | -6.8% | -0.1% | -6.6% | -6.6% |
| 30D | -3.4% | -0.7% | -2.7% | -2.1% |
| 3M | -14.6% | +4.0% | -18.6% | -19.5% |
| 6M | -31.7% | +12.3% | -44.0% | -42.0% |
| YTD | -30.6% | +14.0% | -44.7% | -41.8% |
| 1Y | -17.7% | +20.3% | -38.0% | -36.2% |
| 3Y | +259.7% | +75.4% | +184.2% | +61.3% |
| All | -54.5% | +65.1% | -119.6% | -77.5% |
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 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