+1,672.6%
TSM price history and return analytics
+222.7%
+1,449.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.1% |
| 7D | +14.8% | +2.9% | +12.0% | +10.7% |
| 30D | -8.9% | -2.5% | -6.4% | -5.3% |
| 3M | -5.3% | -3.3% | -1.9% | -0.3% |
| 6M | +2.6% | +1.5% | +1.0% | +2.3% |
| YTD | +34.5% | +11.4% | +23.1% | +20.2% |
| 1Y | +41.0% | +11.9% | +29.1% | +25.4% |
| 3Y | +333.1% | +73.9% | +259.2% | +133.4% |
| 5Y | +270.1% | +57.9% | +212.2% | +125.7% |
| All | +1,672.6% | +222.7% | +1,449.9% | +407.5% |
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