-14.5%
TMUSZ price history and return analytics
+23.7%
-38.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.7% |
| 7D | -0.8% | -2.0% | +1.2% | -0.3% |
| 30D | -4.4% | -1.4% | -3.0% | -4.1% |
| 3M | -6.1% | +4.7% | -10.8% | -7.1% |
| 6M | -11.6% | +11.4% | -22.9% | -13.9% |
| YTD | -16.5% | +13.1% | -29.5% | -19.0% |
| 1Y | -15.9% | +19.0% | -34.9% | -20.1% |
| All | -14.5% | +23.7% | -38.2% | -20.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling