-62.4%
TCX price history and return analytics
+221.8%
-284.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.3% | -4.7% | -4.7% |
| 7D | -7.6% | +2.4% | -9.9% | -9.5% |
| 30D | +22.3% | -1.5% | +23.8% | +23.8% |
| 3M | -2.1% | -4.1% | +2.0% | +1.6% |
| 6M | -20.7% | +0.6% | -21.3% | -21.6% |
| YTD | -47.7% | +11.0% | -58.7% | -53.2% |
| 1Y | -43.9% | +13.3% | -57.2% | -50.8% |
| 3Y | -41.8% | +73.4% | -115.2% | -65.6% |
| 5Y | -86.8% | +57.4% | -144.2% | -91.4% |
| All | -62.4% | +221.8% | -284.2% | -86.9% |
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