+18.5%
TMFG price history and return analytics
+66.0%
-47.5%
-33.7%
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 | -0.1% | +1.0% | -1.1% | -1.1% |
| 30D | -3.1% | -0.2% | -2.8% | -2.9% |
| 3M | +0.8% | +4.5% | -3.8% | -3.9% |
| 6M | +6.3% | +14.1% | -7.8% | -7.6% |
| YTD | +3.1% | +14.8% | -11.7% | -11.0% |
| 1Y | +1.3% | +21.2% | -19.9% | -17.4% |
| 3Y | +37.8% | +76.6% | -38.7% | -26.1% |
| All | +18.5% | +66.0% | -47.5% | -31.5% |
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 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