-82.3%
TMCI price history and return analytics
+76.1%
-158.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +2.4% |
| 7D | -6.2% | -1.1% | -5.1% | -4.6% |
| 30D | -5.1% | -1.0% | -4.1% | -3.5% |
| 3M | +15.3% | +3.2% | +12.2% | +9.9% |
| 6M | +224.5% | +12.5% | +212.0% | +172.6% |
| YTD | +84.1% | +14.1% | +70.0% | +52.5% |
| 1Y | -39.4% | +18.9% | -58.3% | -52.9% |
| 3Y | -68.2% | +74.1% | -142.3% | -85.4% |
| 5Y | -83.5% | +66.9% | -150.4% | -91.8% |
| All | -82.3% | +76.1% | -158.4% | -91.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling