-48.9%
TBLA vs VT
+11.9%
-60.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.5% | +4.5% |
| 7D | -1.8% | +2.9% | -4.7% | -4.5% |
| 30D | -38.4% | -2.5% | -35.9% | -36.6% |
| 3M | -45.1% | -3.3% | -41.8% | -43.0% |
| 6M | -58.7% | +1.5% | -60.3% | -58.7% |
| YTD | -53.8% | +11.4% | -65.2% | -56.5% |
| 1Y | -48.9% | +11.9% | -60.8% | -52.2% |
| All | -48.9% | +11.9% | -60.8% | -52.2% |
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 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