+164.3%
TBBK vs VT
+66.2%
+98.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.0% |
| 7D | +0.1% | +1.0% | -0.9% | -1.3% |
| 30D | -7.5% | -0.2% | -7.3% | -7.2% |
| 3M | +18.8% | +4.5% | +14.2% | +10.8% |
| 6M | +22.3% | +14.1% | +8.3% | -0.7% |
| YTD | -4.6% | +14.8% | -19.4% | -22.9% |
| 1Y | -15.9% | +21.2% | -37.1% | -37.3% |
| 3Y | +76.4% | +76.6% | -0.2% | -24.5% |
| 5Y | +164.3% | +66.6% | +97.7% | +31.9% |
| All | +164.3% | +66.2% | +98.1% | +31.9% |
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 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