+29.1%
TBN vs VT
+39.7%
-10.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | +1.2% |
| 7D | -10.4% | -4.2% | -6.2% | -9.2% |
| 30D | -19.1% | -5.8% | -13.3% | -17.5% |
| 3M | -12.7% | -5.2% | -7.4% | -11.2% |
| 6M | -20.6% | +0.1% | -20.7% | -21.2% |
| YTD | +3.1% | +8.2% | -5.1% | -1.8% |
| 1Y | +19.7% | +10.1% | +9.6% | +12.8% |
| All | +29.1% | +39.7% | -10.6% | +5.8% |
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