-81.9%
TMF price history and return analytics
+222.7%
-304.6%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -4.6% |
| 7D | -8.2% | +2.9% | -11.0% | -7.4% |
| 30D | +5.3% | -2.5% | +7.9% | +4.6% |
| 3M | -8.5% | -3.3% | -5.1% | -9.4% |
| 6M | -17.2% | +1.5% | -18.7% | -16.8% |
| YTD | -23.4% | +11.4% | -34.8% | -20.8% |
| 1Y | -30.2% | +11.9% | -42.2% | -27.8% |
| 3Y | -32.9% | +73.9% | -106.8% | -17.0% |
| 5Y | -88.5% | +57.9% | -146.4% | -87.2% |
| All | -81.9% | +222.7% | -304.6% | -64.8% |
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 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