-16.3%
TCI price history and return analytics
+20.4%
-36.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.2% |
| 7D | +4.1% | -0.1% | +4.2% | +4.2% |
| 30D | +8.1% | -0.7% | +8.8% | +8.5% |
| 3M | +1.9% | +4.0% | -2.1% | -0.4% |
| 6M | +5.3% | +12.3% | -6.9% | -3.1% |
| YTD | -33.8% | +14.0% | -47.8% | -38.6% |
| 1Y | -16.3% | +20.3% | -36.6% | -25.9% |
| All | -16.3% | +20.4% | -36.7% | -25.9% |
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 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