+22.2%
TBUX vs VT
+67.0%
-44.8%
-1.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | 0.0% |
| 7D | +0.1% | +0.4% | -0.2% | +0.1% |
| 30D | +0.4% | -2.6% | +3.0% | +0.5% |
| 3M | +0.8% | -3.2% | +4.1% | +0.8% |
| 6M | +1.9% | +0.9% | +0.9% | +1.9% |
| YTD | +3.3% | +11.3% | -8.0% | +3.2% |
| 1Y | +4.1% | +14.0% | -9.9% | +4.0% |
| 3Y | +17.5% | +75.8% | -58.3% | +16.9% |
| 5Y | +22.3% | +57.8% | -35.6% | +21.6% |
| All | +22.2% | +67.0% | -44.8% | +21.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling