0.0%
TCHI price history and return analytics
+70.0%
-70.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.6% |
| 7D | -2.2% | -1.1% | -1.1% | -1.0% |
| 30D | -7.0% | -1.0% | -6.0% | -6.0% |
| 3M | -8.9% | +3.2% | -12.1% | -11.9% |
| 6M | -2.0% | +12.5% | -14.5% | -13.6% |
| YTD | -3.7% | +14.1% | -17.7% | -16.2% |
| 1Y | -7.8% | +18.9% | -26.7% | -23.3% |
| 3Y | +40.6% | +74.1% | -33.5% | -23.1% |
| All | 0.0% | +70.0% | -70.0% | -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 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