+295.2%
TMFC price history and return analytics
+135.7%
+159.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | 0.0% |
| 7D | -0.6% | -0.1% | -0.4% | -0.4% |
| 30D | -6.5% | -3.1% | -3.5% | -3.3% |
| 3M | -4.9% | -3.5% | -1.4% | -1.1% |
| 6M | -0.9% | +0.5% | -1.4% | -1.5% |
| YTD | +6.4% | +10.8% | -4.4% | -5.1% |
| 1Y | +5.7% | +11.9% | -6.2% | -6.8% |
| 3Y | +84.1% | +73.0% | +11.1% | +1.1% |
| 5Y | +78.9% | +58.6% | +20.3% | +8.8% |
| All | +295.2% | +135.7% | +159.5% | +59.3% |
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 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