+89.7%
TCHP vs VT
+118.2%
-28.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | -0.7% |
| 7D | -0.1% | +0.4% | -0.5% | -0.5% |
| 30D | -8.5% | -2.6% | -5.9% | -5.1% |
| 3M | -7.2% | -3.2% | -4.0% | -3.0% |
| 6M | -7.1% | +0.9% | -8.1% | -8.1% |
| YTD | -4.1% | +11.3% | -15.4% | -16.5% |
| 1Y | -2.1% | +14.0% | -16.1% | -17.4% |
| 3Y | +67.8% | +75.8% | -8.0% | -19.6% |
| 5Y | +39.4% | +57.8% | -18.5% | -21.9% |
| All | +89.7% | +118.2% | -28.5% | -28.3% |
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