-6.8%
TMFM price history and return analytics
+61.0%
-67.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | -0.7% |
| 7D | +0.9% | +0.4% | +0.5% | +0.5% |
| 30D | +4.1% | -2.6% | +6.7% | +6.8% |
| 3M | -1.8% | -3.2% | +1.5% | +1.3% |
| 6M | +7.4% | +0.9% | +6.5% | +5.8% |
| YTD | -3.6% | +11.3% | -14.9% | -14.4% |
| 1Y | -3.2% | +14.0% | -17.2% | -16.2% |
| 3Y | +17.3% | +75.8% | -58.6% | -36.6% |
| All | -6.8% | +61.0% | -67.9% | -43.4% |
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