-29.9%
TMF price history and return analytics
+74.4%
-104.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.7% |
| 7D | -1.1% | -0.1% | -0.9% | -1.1% |
| 30D | +11.8% | -3.1% | +14.9% | +13.2% |
| 3M | -4.0% | -3.5% | -0.5% | -2.6% |
| 6M | -16.5% | +0.5% | -17.0% | -16.8% |
| YTD | -19.9% | +10.8% | -30.7% | -23.2% |
| 1Y | -25.6% | +11.9% | -37.5% | -28.8% |
| 3Y | -29.9% | +73.0% | -102.8% | -54.7% |
| All | -29.9% | +74.4% | -104.3% | -54.7% |
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