+21.5%
TVC price history and return analytics
+229.8%
-208.3%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.2% |
| 7D | -0.2% | -1.1% | +0.9% | -0.1% |
| 30D | -0.4% | -1.0% | +0.6% | -0.3% |
| 3M | +0.2% | +3.2% | -2.9% | -0.2% |
| 6M | -0.8% | +12.5% | -13.3% | -2.2% |
| YTD | +0.7% | +14.1% | -13.4% | -0.9% |
| 1Y | +1.1% | +18.9% | -17.8% | -1.1% |
| 3Y | +17.4% | +74.1% | -56.7% | +9.3% |
| 5Y | +2.2% | +66.9% | -64.7% | -4.7% |
| All | +21.5% | +229.8% | -208.3% | +5.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling