-35.6%
TCX vs VT
+13.0%
-48.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.6% | +3.9% | +5.0% |
| 7D | +12.6% | +0.4% | +12.2% | +12.4% |
| 30D | +47.9% | -2.6% | +50.5% | +49.9% |
| 3M | -13.8% | -3.2% | -10.5% | -12.2% |
| 6M | -11.5% | +0.9% | -12.4% | -12.4% |
| YTD | -39.7% | +11.3% | -51.0% | -45.0% |
| All | -35.6% | +13.0% | -48.7% | -42.6% |
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