+146.7%
TCI price history and return analytics
+374.2%
-227.5%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | +4.3% | +0.4% | +3.8% | +4.1% |
| 30D | -7.5% | +1.0% | -8.5% | -7.9% |
| 3M | +0.2% | +2.4% | -2.1% | -0.8% |
| 6M | +0.9% | +12.0% | -11.1% | -3.6% |
| YTD | -35.7% | +15.3% | -51.0% | -39.3% |
| 1Y | -20.1% | +22.6% | -42.6% | -26.4% |
| 3Y | +10.5% | +74.7% | -64.1% | -11.2% |
| 5Y | +8.9% | +66.1% | -57.3% | -11.5% |
| 10Y | +234.1% | +225.0% | +9.1% | +123.8% |
| All | +146.7% | +374.2% | -227.5% | +53.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling