-84.7%
TCRX vs VT
+75.0%
-159.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | 0.0% | +5.7% | +5.7% |
| 7D | -48.0% | +0.4% | -48.5% | -48.5% |
| 30D | -49.7% | +1.0% | -50.7% | -50.7% |
| 3M | -61.6% | +2.4% | -63.9% | -63.3% |
| 6M | -63.7% | +12.0% | -75.7% | -69.5% |
| YTD | -60.8% | +15.3% | -76.1% | -68.2% |
| 1Y | -79.3% | +22.6% | -101.8% | -84.4% |
| All | -84.7% | +75.0% | -159.7% | -94.3% |
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 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