+171.2%
TBBB vs VT
+59.0%
+112.2%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.4% | +2.2% |
| 7D | +4.7% | -0.1% | +4.8% | +4.8% |
| 30D | +27.1% | -0.7% | +27.8% | +27.7% |
| 3M | +30.7% | +4.0% | +26.7% | +27.0% |
| 6M | +54.2% | +12.3% | +41.9% | +40.2% |
| YTD | +54.7% | +14.0% | +40.7% | +39.0% |
| 1Y | +97.8% | +20.3% | +77.5% | +70.3% |
| All | +171.2% | +59.0% | +112.2% | +86.2% |
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