-1.4%
TCBIO vs VT
+79.2%
-80.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | -1.2% |
| 7D | -0.3% | -0.1% | -0.1% | -0.3% |
| 30D | -6.0% | -3.1% | -3.0% | -4.8% |
| 3M | -14.4% | -3.5% | -10.9% | -13.2% |
| 6M | -17.8% | +0.5% | -18.3% | -18.3% |
| YTD | -10.1% | +10.8% | -20.9% | -15.1% |
| 1Y | -14.1% | +11.9% | -26.0% | -19.3% |
| 3Y | +24.8% | +73.0% | -48.2% | -8.8% |
| 5Y | -8.5% | +58.6% | -67.1% | -33.0% |
| All | -1.4% | +79.2% | -80.6% | -29.3% |
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