-7.2%
TMV price history and return analytics
+221.8%
-229.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +10.1% | +2.4% | +7.7% | +9.2% |
| 30D | -2.5% | -1.5% | -1.0% | -2.1% |
| 3M | +10.8% | -4.1% | +15.0% | +12.2% |
| 6M | +18.8% | +0.6% | +18.3% | +18.0% |
| YTD | +27.7% | +11.0% | +16.7% | +21.9% |
| 1Y | +37.1% | +13.3% | +23.8% | +29.7% |
| 3Y | +17.6% | +73.4% | -55.8% | -9.8% |
| 5Y | +270.4% | +57.4% | +213.0% | +200.5% |
| All | -7.2% | +221.8% | -229.0% | -52.6% |
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