+99.5%
TBPH vs VT
+65.7%
+33.8%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | -0.1% | -0.1% | +0.1% | 0.0% |
| 30D | +0.9% | -0.7% | +1.6% | +1.3% |
| 3M | +3.5% | +4.0% | -0.5% | +0.4% |
| 6M | +21.9% | +12.3% | +9.6% | +11.6% |
| YTD | -8.8% | +14.0% | -22.8% | -17.0% |
| 1Y | +24.0% | +20.3% | +3.7% | +8.8% |
| 3Y | +72.7% | +75.4% | -2.8% | +17.1% |
| 5Y | +99.5% | +66.0% | +33.6% | +44.0% |
| All | +99.5% | +65.7% | +33.8% | +44.0% |
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