+244.5%
TBBB vs VT
+51.2%
+193.2%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.0% |
| 7D | +15.9% | -2.3% | +18.3% | +17.7% |
| 30D | +23.8% | -5.0% | +28.7% | +28.0% |
| 3M | +61.3% | -4.9% | +66.2% | +66.7% |
| 6M | +75.5% | -1.5% | +77.1% | +76.0% |
| YTD | +96.5% | +8.5% | +88.0% | +82.4% |
| 1Y | +138.7% | +11.4% | +127.3% | +117.2% |
| All | +244.5% | +51.2% | +193.2% | +144.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling