-98.2%
TCRX vs VT
+61.7%
-159.9%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.1% | +3.1% |
| 7D | +7.4% | -2.3% | +9.7% | +10.8% |
| 30D | -32.1% | -5.0% | -27.2% | -27.7% |
| 3M | -75.4% | -4.9% | -70.5% | -73.9% |
| 6M | -85.0% | -1.5% | -83.4% | -84.7% |
| YTD | -81.2% | +8.5% | -89.7% | -82.5% |
| 1Y | -83.8% | +11.4% | -95.2% | -85.2% |
| 3Y | -95.8% | +70.1% | -165.9% | -97.3% |
| 5Y | -97.8% | +53.7% | -151.6% | -98.3% |
| All | -98.2% | +61.7% | -159.9% | -98.8% |
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