+56.5%
TMFE price history and return analytics
+64.2%
-7.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -1.5% | +0.4% | -2.0% | -2.0% |
| 30D | -0.5% | +1.0% | -1.5% | -1.5% |
| 3M | +2.9% | +2.4% | +0.5% | +0.2% |
| 6M | +6.0% | +12.0% | -6.0% | -6.2% |
| YTD | +5.2% | +15.3% | -10.2% | -9.8% |
| 1Y | +6.5% | +22.6% | -16.1% | -14.6% |
| 3Y | +62.3% | +74.7% | -12.3% | -11.6% |
| All | +56.5% | +64.2% | -7.7% | -6.2% |
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