-60.7%
TECX price history and return analytics
+65.7%
-126.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.2% |
| 7D | -5.5% | -1.1% | -4.4% | -3.9% |
| 30D | -21.1% | -1.0% | -20.1% | -20.0% |
| 3M | -1.0% | +3.2% | -4.1% | -5.8% |
| 6M | -16.5% | +12.5% | -29.0% | -30.3% |
| YTD | +39.3% | +14.1% | +25.2% | +12.8% |
| 1Y | +61.1% | +18.9% | +42.2% | +23.1% |
| 3Y | +50.4% | +74.1% | -23.7% | -25.5% |
| All | -60.7% | +65.7% | -126.4% | -77.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling