+224.9%
TCI price history and return analytics
+357.6%
-132.8%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -1.4% |
| 7D | -2.4% | +0.4% | -2.8% | -2.6% |
| 30D | +4.0% | -2.6% | +6.6% | +5.0% |
| 3M | +35.0% | -3.2% | +38.2% | +36.7% |
| 6M | +39.1% | +0.9% | +38.2% | +38.3% |
| YTD | -15.3% | +11.3% | -26.6% | -19.0% |
| 1Y | +6.7% | +14.0% | -7.3% | +1.0% |
| 3Y | +65.5% | +75.8% | -10.4% | +32.6% |
| 5Y | +31.3% | +57.8% | -26.5% | +8.7% |
| 10Y | +315.4% | +219.8% | +95.6% | +181.0% |
| All | +224.9% | +357.6% | -132.8% | +104.1% |
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