+84.6%
TSME price history and return analytics
+108.6%
-24.1%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.8% | -0.7% |
| 7D | +0.3% | -0.1% | +0.5% | +0.5% |
| 30D | -5.6% | -0.7% | -4.9% | -4.7% |
| 3M | -2.9% | +4.0% | -6.9% | -7.4% |
| 6M | +10.9% | +12.3% | -1.4% | -3.8% |
| YTD | +13.0% | +14.0% | -1.1% | -3.8% |
| 1Y | +13.1% | +20.3% | -7.2% | -9.8% |
| 3Y | +64.2% | +75.4% | -11.3% | -15.9% |
| All | +84.6% | +108.6% | -24.1% | -21.4% |
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