-36.6%
TCX vs VT
+12.5%
-49.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.2% |
| 7D | +9.9% | -0.1% | +10.0% | +10.1% |
| 30D | +45.7% | -3.1% | +48.8% | +48.1% |
| 3M | +4.2% | -3.5% | +7.7% | +6.3% |
| 6M | -12.8% | +0.5% | -13.2% | -13.4% |
| YTD | -40.6% | +10.8% | -51.4% | -45.7% |
| 1Y | -36.6% | +11.9% | -48.5% | -43.3% |
| All | -36.6% | +12.5% | -49.1% | -43.3% |
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 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