-9.3%
TMUSL price history and return analytics
+24.8%
-34.1%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | 0.0% |
| 7D | -1.6% | -0.1% | -1.5% | -1.6% |
| 30D | -0.1% | -0.7% | +0.6% | 0.0% |
| 3M | -4.8% | +4.0% | -8.8% | -5.5% |
| 6M | -8.3% | +12.3% | -20.6% | -10.5% |
| YTD | -9.1% | +14.0% | -23.2% | -11.5% |
| 1Y | -8.2% | +20.3% | -28.5% | -12.0% |
| All | -9.3% | +24.8% | -34.1% | -14.5% |
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