+50.0%
TPSC price history and return analytics
+66.2%
-16.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.4% |
| 7D | +0.5% | +1.0% | -0.5% | -0.5% |
| 30D | -2.7% | -0.2% | -2.5% | -2.5% |
| 3M | +4.8% | +4.5% | +0.2% | 0.0% |
| 6M | +11.0% | +14.1% | -3.0% | -3.2% |
| YTD | +15.1% | +14.8% | +0.4% | -0.3% |
| 1Y | +14.9% | +21.2% | -6.3% | -6.0% |
| 3Y | +55.0% | +76.6% | -21.6% | -13.1% |
| 5Y | +50.0% | +66.6% | -16.6% | -10.5% |
| All | +50.0% | +66.2% | -16.2% | -10.5% |
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