-9.7%
TCPA price history and return analytics
+14.4%
-24.1%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | +0.5% |
| 7D | +7.5% | +0.4% | +7.1% | +7.4% |
| 30D | +9.1% | -2.6% | +11.7% | +9.7% |
| 3M | -3.8% | -3.2% | -0.6% | -3.1% |
| 6M | -7.4% | +0.9% | -8.4% | -7.7% |
| YTD | -9.2% | +11.3% | -20.5% | -12.1% |
| 1Y | -9.6% | +14.0% | -23.6% | -12.9% |
| All | -9.7% | +14.4% | -24.1% | -13.0% |
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