-17.4%
TCHI vs VT
+66.0%
-83.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.4% |
| 7D | -1.6% | +2.9% | -4.5% | -4.6% |
| 30D | -11.2% | -2.5% | -8.7% | -8.8% |
| 3M | -23.1% | -3.3% | -19.8% | -20.3% |
| 6M | -25.7% | +1.5% | -27.3% | -26.9% |
| YTD | -20.4% | +11.4% | -31.7% | -29.0% |
| 1Y | -23.3% | +11.9% | -35.2% | -32.0% |
| 3Y | +18.5% | +73.9% | -55.4% | -35.2% |
| All | -17.4% | +66.0% | -83.3% | -52.0% |
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