-33.5%
TBBK vs VT
+20.4%
-54.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -0.6% | -21.7% | -21.7% |
| 7D | -24.7% | -0.1% | -24.6% | -24.4% |
| 30D | -27.4% | -0.7% | -26.7% | -26.8% |
| 3M | -8.5% | +4.0% | -12.5% | -12.1% |
| 6M | -5.6% | +12.3% | -17.9% | -18.3% |
| YTD | -25.9% | +14.0% | -39.9% | -36.9% |
| 1Y | -33.5% | +20.3% | -53.8% | -48.9% |
| All | -33.5% | +20.4% | -54.0% | -48.9% |
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