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Stock and ETF performance explorer

TMC price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-74.3%
VT return
+60.4%
Excess return
-134.6%
Maximum drawdown
-95.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
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