-8.9%
TCPA price history and return analytics
+18.0%
-26.8%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | +1.2% | +1.0% | +0.2% | +1.0% |
| 30D | -2.9% | -0.2% | -2.7% | -2.9% |
| 3M | -4.9% | +4.5% | -9.4% | -5.8% |
| 6M | -8.9% | +14.1% | -22.9% | -12.2% |
| YTD | -8.4% | +14.8% | -23.1% | -11.9% |
| All | -8.9% | +18.0% | -26.8% | -12.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling