-47.5%
TCX price history and return analytics
+74.2%
-121.7%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.6% |
| 7D | +1.3% | -0.1% | +1.5% | +1.5% |
| 30D | -15.6% | -0.7% | -14.9% | -14.9% |
| 3M | -20.3% | +4.0% | -24.3% | -24.1% |
| 6M | -39.4% | +12.3% | -51.7% | -47.7% |
| YTD | -51.9% | +14.0% | -65.9% | -59.4% |
| 1Y | -39.0% | +20.3% | -59.3% | -52.1% |
| All | -47.5% | +74.2% | -121.7% | -78.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling