+43.3%
TMP price history and return analytics
+58.5%
-15.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.4% |
| 7D | +0.9% | +2.9% | -2.0% | -1.6% |
| 30D | +4.9% | -2.5% | +7.4% | +7.1% |
| 3M | +0.6% | -3.3% | +3.9% | +3.4% |
| 6M | +21.5% | +1.5% | +19.9% | +19.2% |
| YTD | +42.3% | +11.4% | +31.0% | +28.1% |
| 1Y | +52.3% | +11.9% | +40.4% | +36.4% |
| 3Y | +120.4% | +73.9% | +46.5% | +37.4% |
| 5Y | +43.3% | +57.9% | -14.6% | -4.1% |
| All | +43.3% | +58.5% | -15.2% | -4.1% |
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