-18.1%
TMUSI price history and return analytics
+22.6%
-40.7%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.4% | -0.4% |
| 7D | +1.5% | -0.7% | +2.2% | +1.5% |
| 30D | +3.5% | -1.7% | +5.2% | +3.8% |
| 3M | -11.2% | -2.3% | -8.9% | -10.8% |
| 6M | -16.1% | +1.5% | -17.6% | -16.6% |
| YTD | -19.4% | +12.0% | -31.4% | -21.8% |
| 1Y | -19.8% | +12.9% | -32.6% | -22.4% |
| All | -18.1% | +22.6% | -40.7% | -24.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling