+149.0%
TBT vs VT
+66.2%
+82.8%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.1% | +0.4% | +0.6% | +1.2% |
| 30D | +1.8% | +1.0% | +0.8% | +2.0% |
| 3M | +7.7% | +2.4% | +5.3% | +8.3% |
| 6M | +16.0% | +12.0% | +4.0% | +18.9% |
| YTD | +10.5% | +15.3% | -4.9% | +13.8% |
| 1Y | +10.2% | +22.6% | -12.4% | +14.7% |
| 3Y | +25.1% | +74.7% | -49.6% | +39.5% |
| All | +149.0% | +66.2% | +82.8% | +199.6% |
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 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