-11.2%
TCPA price history and return analytics
+15.2%
-26.4%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +4.6% |
| 7D | +7.0% | -0.3% | +7.3% | +7.0% |
| 30D | +7.6% | -1.4% | +9.0% | +7.9% |
| 3M | -6.4% | -1.4% | -5.0% | -6.2% |
| 6M | -8.9% | +5.5% | -14.4% | -10.2% |
| YTD | -10.8% | +12.8% | -23.6% | -14.1% |
| 1Y | -11.2% | +15.4% | -26.6% | -14.8% |
| All | -11.2% | +15.2% | -26.4% | -14.8% |
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