+65.9%
TBG vs VT
+80.4%
-14.5%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | -1.3% | +1.0% | -2.3% | -1.8% |
| 30D | -0.2% | -0.2% | 0.0% | -0.1% |
| 3M | +5.1% | +4.5% | +0.5% | +2.3% |
| 6M | +9.0% | +14.1% | -5.1% | +0.2% |
| YTD | +16.7% | +14.8% | +1.9% | +6.8% |
| 1Y | +19.1% | +21.2% | -2.1% | +4.9% |
| All | +65.9% | +80.4% | -14.5% | +9.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling