+160.4%
TBI vs VT
+12.5%
+147.9%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.8% | +4.4% |
| 7D | +32.2% | -0.1% | +32.4% | +31.0% |
| 30D | +43.0% | -3.1% | +46.0% | +44.0% |
| 3M | +19.6% | -3.5% | +23.1% | +20.8% |
| 6M | +126.0% | +0.5% | +125.6% | +122.0% |
| YTD | +178.7% | +10.8% | +167.9% | +152.9% |
| 1Y | +160.4% | +11.9% | +148.5% | +132.9% |
| All | +160.4% | +12.5% | +147.9% | +132.9% |
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