+140.2%
TBBB vs VT
+13.3%
+126.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | 0.0% | +10.5% | +10.5% |
| 7D | +9.7% | -1.6% | +11.3% | +10.4% |
| 30D | +19.6% | -2.5% | +22.1% | +20.9% |
| 3M | +47.0% | -1.3% | +48.3% | +47.8% |
| 6M | +72.1% | +3.1% | +69.1% | +67.0% |
| YTD | +88.6% | +10.9% | +77.7% | +74.8% |
| All | +140.2% | +13.3% | +126.9% | +119.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling