+82.6%
TCAI vs VT
+23.3%
+59.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.9% |
| 7D | +5.4% | +0.4% | +5.0% | +4.4% |
| 30D | -1.1% | +1.0% | -2.1% | -3.0% |
| 3M | -14.0% | +2.4% | -16.4% | -17.6% |
| 6M | +30.4% | +12.0% | +18.4% | +5.7% |
| YTD | +59.1% | +15.3% | +43.8% | +21.6% |
| 1Y | +82.6% | +22.6% | +60.0% | +27.2% |
| All | +82.6% | +23.3% | +59.3% | +27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling