+286.4%
TMDX price history and return analytics
+146.6%
+139.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.3% |
| 7D | +2.5% | -0.1% | +2.6% | +2.7% |
| 30D | -2.3% | -0.7% | -1.6% | -1.3% |
| 3M | +16.3% | +4.0% | +12.3% | +10.1% |
| 6M | -35.9% | +12.3% | -48.2% | -45.9% |
| YTD | -29.0% | +14.0% | -43.0% | -41.4% |
| 1Y | -20.2% | +20.3% | -40.5% | -38.6% |
| 3Y | +47.5% | +75.4% | -27.9% | -31.5% |
| 5Y | +169.2% | +66.0% | +103.2% | +39.3% |
| All | +286.4% | +146.6% | +139.8% | +44.3% |
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