+37.9%
TCHP vs VT
+57.0%
-19.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.6% |
| 7D | +1.9% | +2.4% | -0.4% | -1.1% |
| 30D | -6.8% | -1.5% | -5.3% | -4.8% |
| 3M | -8.3% | -4.1% | -4.2% | -2.9% |
| 6M | -8.1% | +0.6% | -8.6% | -8.6% |
| YTD | -4.8% | +11.0% | -15.8% | -17.1% |
| 1Y | -2.9% | +13.3% | -16.2% | -17.8% |
| 3Y | +63.2% | +73.4% | -10.2% | -22.0% |
| All | +37.9% | +57.0% | -19.2% | -22.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling