-68.2%
TMCI price history and return analytics
+74.2%
-142.5%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +2.3% |
| 7D | -6.2% | -1.1% | -5.1% | -4.5% |
| 30D | -5.1% | -1.0% | -4.1% | -3.4% |
| 3M | +15.3% | +3.2% | +12.2% | +9.5% |
| 6M | +224.5% | +12.5% | +212.0% | +167.3% |
| YTD | +84.1% | +14.1% | +70.0% | +49.3% |
| 1Y | -39.4% | +18.9% | -58.3% | -54.2% |
| 3Y | -68.2% | +74.1% | -142.3% | -87.8% |
| All | -68.2% | +74.2% | -142.5% | -87.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling