+51.5%
TMFE price history and return analytics
+54.5%
-2.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | -1.8% | -2.3% | +0.6% | +0.6% |
| 30D | -3.9% | -5.0% | +1.0% | +1.1% |
| 3M | -3.1% | -4.9% | +1.8% | +1.8% |
| 6M | +0.9% | -1.5% | +2.4% | +2.0% |
| YTD | +1.9% | +8.5% | -6.6% | -7.2% |
| 1Y | +3.0% | +11.4% | -8.4% | -8.8% |
| 3Y | +59.8% | +70.1% | -10.3% | -11.1% |
| All | +51.5% | +54.5% | -2.9% | -3.5% |
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 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