-6.4%
TCPC price history and return analytics
+215.5%
-221.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.5% |
| 7D | +2.9% | -2.3% | +5.2% | +5.0% |
| 30D | +9.1% | -5.0% | +14.1% | +14.0% |
| 3M | +15.1% | -4.9% | +20.0% | +20.2% |
| 6M | +8.1% | -1.5% | +9.6% | +9.2% |
| YTD | -9.6% | +8.5% | -18.1% | -16.0% |
| 1Y | -10.7% | +11.4% | -22.0% | -19.0% |
| 3Y | -37.6% | +70.1% | -107.7% | -61.4% |
| 5Y | -38.6% | +53.7% | -92.3% | -58.7% |
| All | -6.4% | +215.5% | -221.9% | -65.1% |
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 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