+287.8%
TMFC price history and return analytics
+130.8%
+157.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.4% |
| 7D | -2.7% | -2.3% | -0.4% | -0.1% |
| 30D | -8.5% | -5.0% | -3.5% | -3.2% |
| 3M | -6.2% | -4.9% | -1.3% | -0.9% |
| 6M | -1.7% | -1.5% | -0.2% | -0.1% |
| YTD | +4.4% | +8.5% | -4.1% | -4.7% |
| 1Y | +5.5% | +11.4% | -5.9% | -6.5% |
| 3Y | +84.9% | +70.1% | +14.9% | +3.5% |
| 5Y | +72.1% | +53.7% | +18.3% | +8.2% |
| All | +287.8% | +130.8% | +157.0% | +60.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling