+179.6%
TSMX price history and return analytics
+35.9%
+143.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -2.3% |
| 7D | +12.3% | +2.4% | +10.0% | +3.5% |
| 30D | -17.7% | -1.5% | -16.2% | -10.1% |
| 3M | -20.1% | -4.1% | -16.0% | -3.0% |
| 6M | -14.8% | +0.6% | -15.3% | -7.7% |
| YTD | +34.2% | +11.0% | +23.2% | +9.0% |
| 1Y | +53.1% | +13.3% | +39.7% | +16.9% |
| All | +179.6% | +35.9% | +143.7% | +47.5% |
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