-61.0%
TCX price history and return analytics
+226.9%
-287.9%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.9% |
| 7D | +1.2% | -2.0% | +3.2% | +3.2% |
| 30D | -14.7% | -1.4% | -13.3% | -13.5% |
| 3M | -19.0% | +4.7% | -23.7% | -22.7% |
| 6M | -32.0% | +11.4% | -43.4% | -39.1% |
| YTD | -51.3% | +13.1% | -64.4% | -57.1% |
| 1Y | -37.7% | +19.0% | -56.7% | -47.6% |
| 3Y | -45.7% | +73.9% | -119.7% | -67.8% |
| 5Y | -85.5% | +65.4% | -150.9% | -91.0% |
| All | -61.0% | +226.9% | -287.9% | -86.6% |
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