+42.0%
TCHI vs VT
+74.2%
-32.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.2% |
| 7D | -1.6% | -0.1% | -1.5% | -1.5% |
| 30D | -7.6% | -0.7% | -6.9% | -6.9% |
| 3M | -9.3% | +4.0% | -13.3% | -12.9% |
| 6M | +1.0% | +12.3% | -11.3% | -10.3% |
| YTD | -2.7% | +14.0% | -16.7% | -14.8% |
| 1Y | -2.5% | +20.3% | -22.8% | -19.0% |
| All | +42.0% | +74.2% | -32.2% | -20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling