+81.3%
TBN vs VT
+48.8%
+32.5%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +6.1% | +0.4% | +5.7% | +6.0% |
| 30D | +22.6% | +1.0% | +21.7% | +22.2% |
| 3M | +11.8% | +2.4% | +9.4% | +10.8% |
| 6M | +27.2% | +12.0% | +15.2% | +21.3% |
| YTD | +44.8% | +15.3% | +29.5% | +35.2% |
| 1Y | +79.2% | +22.6% | +56.6% | +61.6% |
| All | +81.3% | +48.8% | +32.5% | +45.6% |
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