+290.7%
TSM price history and return analytics
+66.2%
+224.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +3.1% |
| 7D | +6.0% | +1.0% | +5.0% | +4.3% |
| 30D | +4.5% | -0.2% | +4.7% | +4.9% |
| 3M | +3.1% | +4.5% | -1.4% | -2.9% |
| 6M | +30.2% | +14.1% | +16.2% | +8.3% |
| YTD | +45.2% | +14.8% | +30.4% | +20.1% |
| 1Y | +79.6% | +21.2% | +58.4% | +37.8% |
| 3Y | +411.0% | +76.6% | +334.4% | +141.2% |
| 5Y | +290.7% | +66.6% | +224.1% | +103.6% |
| All | +290.7% | +66.2% | +224.5% | +103.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling