+42.5%
TMP price history and return analytics
+59.8%
-17.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.7% | -1.5% |
| 7D | -1.5% | -0.7% | -0.8% | -1.0% |
| 30D | +4.6% | -1.7% | +6.4% | +6.1% |
| 3M | +2.0% | -2.3% | +4.3% | +3.8% |
| 6M | +21.5% | +1.5% | +20.0% | +19.2% |
| YTD | +42.6% | +12.0% | +30.5% | +27.7% |
| 1Y | +51.7% | +12.9% | +38.9% | +34.9% |
| 3Y | +120.7% | +74.9% | +45.8% | +37.0% |
| 5Y | +42.5% | +59.9% | -17.4% | -5.9% |
| All | +42.5% | +59.8% | -17.2% | -5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling