-74.3%
TMC price history and return analytics
+60.4%
-134.6%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.5% | -7.2% | -6.7% |
| 7D | +4.8% | -0.1% | +4.9% | +6.0% |
| 30D | -27.9% | -3.1% | -24.8% | -22.4% |
| 3M | -45.4% | -3.5% | -41.9% | -40.4% |
| 6M | -57.5% | +0.5% | -58.0% | -56.0% |
| YTD | -60.8% | +10.8% | -71.6% | -64.6% |
| 1Y | -59.1% | +11.9% | -70.9% | -63.4% |
| 3Y | +142.0% | +73.0% | +69.0% | +13.8% |
| 5Y | -25.5% | +58.6% | -84.2% | -58.9% |
| All | -74.3% | +60.4% | -134.6% | -86.3% |
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 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