+92.2%
TBBB vs VT
+21.4%
+70.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.3% |
| 7D | +1.8% | +1.0% | +0.8% | +1.3% |
| 30D | +24.5% | -0.2% | +24.7% | +24.6% |
| 3M | +28.2% | +4.5% | +23.7% | +25.5% |
| 6M | +53.4% | +14.1% | +39.3% | +39.7% |
| YTD | +52.1% | +14.8% | +37.3% | +38.6% |
| 1Y | +92.2% | +21.2% | +71.0% | +71.6% |
| All | +92.2% | +21.4% | +70.8% | +71.6% |
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