+267.6%
TBBB vs VT
+54.8%
+212.8%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.3% | +3.2% |
| 7D | +6.7% | +2.4% | +4.4% | +5.0% |
| 30D | +24.2% | -1.5% | +25.7% | +25.4% |
| 3M | +42.3% | -4.1% | +46.4% | +46.2% |
| 6M | +96.4% | +0.6% | +95.9% | +94.2% |
| YTD | +109.7% | +11.0% | +98.7% | +91.6% |
| 1Y | +166.2% | +13.3% | +152.9% | +139.1% |
| All | +267.6% | +54.8% | +212.8% | +156.7% |
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