+2.2%
TCHI vs VT
+71.9%
-69.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -2.5% | +0.4% | -2.9% | -3.0% |
| 30D | -4.2% | +1.0% | -5.2% | -5.2% |
| 3M | -11.1% | +2.4% | -13.5% | -13.3% |
| 6M | +3.2% | +12.0% | -8.8% | -8.5% |
| YTD | -1.5% | +15.3% | -16.8% | -15.3% |
| 1Y | +3.1% | +22.6% | -19.5% | -16.9% |
| 3Y | +37.9% | +74.7% | -36.8% | -24.8% |
| All | +2.2% | +71.9% | -69.7% | -42.8% |
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