-9.2%
TMV price history and return analytics
+217.6%
-226.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.4% | +4.1% |
| 7D | +1.1% | -0.1% | +1.2% | +1.1% |
| 30D | -11.0% | -3.1% | -7.9% | -10.1% |
| 3M | +2.8% | -3.5% | +6.3% | +3.8% |
| 6M | +17.3% | +0.5% | +16.9% | +16.6% |
| YTD | +20.6% | +10.8% | +9.8% | +15.2% |
| 1Y | +30.0% | +11.9% | +18.1% | +23.6% |
| 3Y | +12.0% | +73.0% | -60.9% | -13.9% |
| 5Y | +255.6% | +58.6% | +197.0% | +186.4% |
| 10Y | -9.2% | +219.2% | -228.4% | -52.9% |
| All | -9.2% | +217.6% | -226.9% | -52.9% |
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