-96.3%
TCRX vs VT
+74.5%
-170.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -0.6% | -9.1% | -8.8% |
| 7D | -7.7% | +2.9% | -10.6% | -11.5% |
| 30D | -22.6% | -2.5% | -20.1% | -19.0% |
| 3M | -78.3% | -3.3% | -74.9% | -77.1% |
| 6M | -85.4% | +1.5% | -86.9% | -85.7% |
| YTD | -83.2% | +11.4% | -94.6% | -85.5% |
| 1Y | -85.9% | +11.9% | -97.8% | -87.8% |
| All | -96.3% | +74.5% | -170.8% | -98.3% |
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