-13.2%
TMUSI price history and return analytics
+25.6%
-38.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | -0.3% | +1.0% | -1.3% | -0.5% |
| 30D | -6.6% | -0.2% | -6.3% | -6.5% |
| 3M | -5.0% | +4.5% | -9.5% | -6.0% |
| 6M | -12.8% | +14.1% | -26.8% | -15.4% |
| YTD | -14.6% | +14.8% | -29.3% | -17.4% |
| 1Y | -12.9% | +21.2% | -34.1% | -18.1% |
| All | -13.2% | +25.6% | -38.8% | -20.5% |
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 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