+1,815.4%
TSM price history and return analytics
+222.7%
+1,592.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | 0.0% |
| 7D | +4.8% | -0.1% | +4.9% | +4.9% |
| 30D | +4.0% | -0.7% | +4.7% | +5.0% |
| 3M | +2.0% | +4.0% | -2.0% | -2.3% |
| 6M | +25.5% | +12.3% | +13.2% | +9.7% |
| YTD | +44.0% | +14.0% | +30.0% | +23.9% |
| 1Y | +75.4% | +20.3% | +55.1% | +41.8% |
| 3Y | +406.7% | +75.4% | +331.3% | +167.8% |
| 5Y | +285.0% | +66.0% | +219.0% | +119.7% |
| 10Y | +1,815.4% | +228.2% | +1,587.2% | +420.5% |
| All | +1,815.4% | +222.7% | +1,592.7% | +420.5% |
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 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