-9.9%
TBI vs VT
+346.0%
-355.9%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.9% |
| 7D | +24.4% | -2.3% | +26.7% | +26.1% |
| 30D | +35.2% | -5.0% | +40.1% | +40.9% |
| 3M | +19.1% | -4.9% | +24.0% | +23.9% |
| 6M | +100.8% | -1.5% | +102.4% | +100.9% |
| YTD | +167.0% | +8.5% | +158.5% | +139.4% |
| 1Y | +140.6% | +11.4% | +129.2% | +109.7% |
| 3Y | -4.8% | +70.1% | -74.9% | -47.6% |
| 5Y | -58.0% | +53.7% | -111.7% | -74.4% |
| 10Y | -28.5% | +220.0% | -248.5% | -82.0% |
| All | -9.9% | +346.0% | -355.9% | -82.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling