-12.1%
TPCS price history and return analytics
+77.9%
-90.0%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +1.9% | +0.4% | +1.5% | +1.6% |
| 30D | +23.9% | +1.0% | +23.0% | +23.1% |
| 3M | +45.4% | +2.4% | +43.0% | +42.7% |
| 6M | +56.3% | +12.0% | +44.3% | +43.1% |
| YTD | +20.1% | +15.3% | +4.7% | +7.4% |
| 1Y | +8.4% | +22.6% | -14.2% | -7.4% |
| All | -12.1% | +77.9% | -90.0% | -34.8% |
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