-35.2%
TPCS price history and return analytics
+53.4%
-88.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.5% |
| 7D | -8.4% | -2.3% | -6.1% | -7.1% |
| 30D | -14.6% | -5.0% | -9.7% | -12.1% |
| 3M | +5.6% | -4.9% | +10.5% | +8.7% |
| 6M | +20.4% | -1.5% | +21.9% | +21.3% |
| YTD | +1.4% | +8.5% | -7.0% | -3.3% |
| 1Y | +14.5% | +11.4% | +3.1% | +7.5% |
| 3Y | -32.2% | +70.1% | -102.3% | -47.3% |
| All | -35.2% | +53.4% | -88.6% | -44.6% |
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 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