+79.9%
TCBX price history and return analytics
+61.3%
+18.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -1.0% |
| 7D | -2.3% | -1.1% | -1.2% | -1.4% |
| 30D | -1.1% | -1.0% | -0.1% | -0.3% |
| 3M | +14.1% | +3.2% | +10.9% | +10.7% |
| 6M | +19.4% | +12.5% | +6.9% | +7.2% |
| YTD | +18.4% | +14.1% | +4.3% | +4.9% |
| 1Y | +12.9% | +18.9% | -6.0% | -3.6% |
| 3Y | +143.5% | +74.1% | +69.4% | +53.9% |
| All | +79.9% | +61.3% | +18.7% | +14.6% |
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 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