+55.9%
TCPC price history and return analytics
+354.8%
-298.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | +2.7% |
| 7D | +5.3% | -0.3% | +5.6% | +5.6% |
| 30D | +9.8% | -1.4% | +11.2% | +11.0% |
| 3M | +29.6% | -1.4% | +31.0% | +31.1% |
| 6M | +9.1% | +5.5% | +3.6% | +4.5% |
| YTD | -8.1% | +12.8% | -21.0% | -16.3% |
| 1Y | -5.6% | +15.4% | -21.0% | -15.6% |
| 3Y | -36.6% | +76.9% | -113.5% | -59.3% |
| 5Y | -37.3% | +60.4% | -97.7% | -57.0% |
| 10Y | -4.5% | +232.8% | -237.3% | -59.8% |
| All | +55.9% | +354.8% | -298.9% | -42.0% |
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