-59.1%
TBLA vs VT
+65.7%
-124.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.2% | -2.0% |
| 7D | -2.9% | -0.1% | -2.7% | -2.7% |
| 30D | -10.2% | -0.7% | -9.5% | -9.3% |
| 3M | -20.9% | +4.0% | -24.9% | -25.5% |
| 6M | +12.8% | +12.3% | +0.5% | -5.1% |
| YTD | -19.5% | +14.0% | -33.5% | -34.0% |
| 1Y | +8.5% | +20.3% | -11.8% | -18.3% |
| 3Y | +4.5% | +75.4% | -70.9% | -56.5% |
| 5Y | -59.1% | +66.0% | -125.0% | -80.5% |
| All | -59.1% | +65.7% | -124.7% | -80.5% |
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