-42.3%
TCX vs VT
+11.9%
-54.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.7% | -5.9% |
| 7D | +3.5% | +2.9% | +0.6% | +1.9% |
| 30D | +29.4% | -2.5% | +31.9% | +31.0% |
| 3M | -1.3% | -3.3% | +2.1% | +0.6% |
| 6M | -16.5% | +1.5% | -18.0% | -17.7% |
| YTD | -45.0% | +11.4% | -56.3% | -49.8% |
| 1Y | -42.3% | +11.9% | -54.2% | -48.1% |
| All | -42.3% | +11.9% | -54.1% | -48.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling