+14.5%
TPCS vs VT
+10.5%
+4.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.5% |
| 7D | -8.4% | -2.3% | -6.1% | -7.0% |
| 30D | -14.6% | -5.0% | -9.7% | -11.9% |
| 3M | +5.6% | -4.9% | +10.5% | +8.8% |
| 6M | +20.4% | -1.5% | +21.9% | +21.3% |
| YTD | +1.4% | +8.5% | -7.0% | -3.8% |
| 1Y | +14.5% | +11.4% | +3.1% | +5.6% |
| All | +14.5% | +10.5% | +4.0% | +5.6% |
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