+108.8%
TCMD vs VT
+69.4%
+39.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.1% | +1.1% | +0.8% |
| 7D | +8.5% | -4.2% | +12.6% | +12.9% |
| 30D | +18.8% | -5.8% | +24.6% | +25.6% |
| 3M | -12.0% | -5.2% | -6.8% | -7.5% |
| 6M | +9.6% | +0.1% | +9.5% | +9.4% |
| YTD | -9.1% | +8.2% | -17.3% | -15.2% |
| 1Y | +8.9% | +10.1% | -1.2% | 0.0% |
| All | +108.8% | +69.4% | +39.4% | +7.1% |
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