-92.8%
TMV price history and return analytics
+594.3%
-687.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | -1.3% | -2.3% | +1.0% | +0.3% |
| 30D | -16.9% | -5.0% | -12.0% | -13.9% |
| 3M | +0.8% | -4.9% | +5.6% | +4.1% |
| 6M | +13.2% | -1.5% | +14.7% | +13.1% |
| YTD | +16.0% | +8.5% | +7.6% | +6.6% |
| 1Y | +26.3% | +11.4% | +14.9% | +13.3% |
| 3Y | +3.0% | +70.1% | -67.0% | -37.9% |
| 5Y | +248.1% | +53.7% | +194.4% | +118.2% |
| 10Y | +6.4% | +220.0% | -213.6% | -72.0% |
| All | -92.8% | +594.3% | -687.2% | -99.1% |
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 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