+297.2%
TMFC price history and return analytics
+136.8%
+160.4%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.6% | -0.2% | -0.4% |
| 7D | +0.5% | +0.4% | +0.2% | +0.1% |
| 30D | -6.0% | -2.6% | -3.5% | -3.3% |
| 3M | -4.5% | -3.2% | -1.2% | -1.0% |
| 6M | -0.4% | +0.9% | -1.4% | -1.5% |
| YTD | +6.9% | +11.3% | -4.4% | -5.1% |
| 1Y | +8.1% | +14.0% | -5.9% | -6.6% |
| 3Y | +88.4% | +75.8% | +12.6% | +1.7% |
| 5Y | +77.4% | +57.8% | +19.6% | +8.4% |
| All | +297.2% | +136.8% | +160.4% | +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