+54.7%
TCBX vs VT
+53.4%
+1.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.2% |
| 7D | -3.0% | -2.3% | -0.7% | -1.1% |
| 30D | -6.3% | -5.0% | -1.3% | -2.3% |
| 3M | -12.5% | -4.9% | -7.6% | -8.9% |
| 6M | +2.1% | -1.5% | +3.6% | +2.7% |
| YTD | +1.8% | +8.5% | -6.7% | -6.1% |
| 1Y | +5.7% | +11.4% | -5.7% | -4.7% |
| 3Y | +138.2% | +70.1% | +68.2% | +54.0% |
| All | +54.7% | +53.4% | +1.3% | +2.6% |
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