-88.2%
TMF price history and return analytics
+59.8%
-147.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.1% | -0.3% |
| 7D | -3.4% | -0.7% | -2.7% | -3.2% |
| 30D | +11.5% | -1.7% | +13.3% | +12.1% |
| 3M | -4.5% | -2.3% | -2.2% | -3.8% |
| 6M | -15.0% | +1.5% | -16.5% | -15.4% |
| YTD | -19.9% | +12.0% | -31.9% | -22.7% |
| 1Y | -26.6% | +12.9% | -39.4% | -29.3% |
| 3Y | -29.8% | +74.9% | -104.8% | -40.8% |
| 5Y | -88.2% | +59.9% | -148.1% | -91.5% |
| All | -88.2% | +59.8% | -147.9% | -91.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling