-13.7%
TCPA price history and return analytics
+14.1%
-27.8%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -3.3% | +2.4% | -5.6% | -3.9% |
| 30D | +4.1% | -1.5% | +5.6% | +4.4% |
| 3M | -7.7% | -4.1% | -3.5% | -6.8% |
| 6M | -11.2% | +0.6% | -11.7% | -11.3% |
| YTD | -13.2% | +11.0% | -24.2% | -15.9% |
| 1Y | -13.3% | +13.3% | -26.6% | -16.4% |
| All | -13.7% | +14.1% | -27.8% | -16.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling