-99.9%
TC price history and return analytics
+59.8%
-159.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.2% |
| 7D | -1.1% | -0.7% | -0.4% | -1.0% |
| 30D | -40.4% | -1.7% | -38.7% | -40.3% |
| 3M | -56.7% | -2.3% | -54.4% | -56.6% |
| 6M | -91.3% | +1.5% | -92.8% | -91.4% |
| YTD | -87.5% | +12.0% | -99.6% | -88.0% |
| 1Y | -95.3% | +12.9% | -108.1% | -95.5% |
| 3Y | -99.1% | +74.9% | -174.0% | -99.2% |
| 5Y | -99.9% | +59.9% | -159.8% | -99.9% |
| All | -99.9% | +59.8% | -159.6% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling