+135.4%
TSMG price history and return analytics
+36.7%
+98.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -2.1% |
| 7D | +12.1% | +2.4% | +9.8% | +3.1% |
| 30D | -17.8% | -1.5% | -16.3% | -10.1% |
| 3M | -20.3% | -4.1% | -16.2% | -2.9% |
| 6M | -15.2% | +0.6% | -15.8% | -7.9% |
| YTD | +33.5% | +11.0% | +22.5% | +8.0% |
| 1Y | +51.9% | +13.3% | +38.5% | +15.4% |
| All | +135.4% | +36.7% | +98.7% | +0.4% |
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 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