+166.2%
TBBB vs VT
+11.9%
+154.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.3% | +3.1% |
| 7D | +6.7% | +2.4% | +4.4% | +5.7% |
| 30D | +24.2% | -1.5% | +25.7% | +24.8% |
| 3M | +42.3% | -4.1% | +46.4% | +44.3% |
| 6M | +96.4% | +0.6% | +95.9% | +94.7% |
| YTD | +109.7% | +11.0% | +98.7% | +101.8% |
| 1Y | +166.2% | +13.3% | +152.9% | +160.8% |
| All | +166.2% | +11.9% | +154.3% | +160.8% |
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