+49.0%
TBBK vs VT
+53.4%
-4.4%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +0.7% |
| 7D | +3.2% | -2.3% | +5.5% | +6.3% |
| 30D | +0.2% | -5.0% | +5.2% | +7.3% |
| 3M | -31.8% | -4.9% | -26.9% | -27.0% |
| 6M | -20.2% | -1.5% | -18.7% | -19.4% |
| YTD | -28.5% | +8.5% | -37.0% | -37.5% |
| 1Y | -21.5% | +11.4% | -32.9% | -34.0% |
| 3Y | +23.0% | +70.1% | -47.0% | -44.2% |
| All | +49.0% | +53.4% | -4.4% | -17.6% |
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 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