+40.5%
TBX vs VT
+66.2%
-25.7%
-7.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.1% |
| 7D | +0.1% | +1.0% | -0.9% | +0.2% |
| 30D | +1.2% | -0.2% | +1.4% | +1.2% |
| 3M | +1.9% | +4.5% | -2.6% | +2.2% |
| 6M | +5.6% | +14.1% | -8.5% | +6.3% |
| YTD | +5.6% | +14.8% | -9.1% | +6.4% |
| 1Y | +7.4% | +21.2% | -13.8% | +8.4% |
| 3Y | +11.7% | +76.6% | -64.8% | +15.4% |
| 5Y | +40.5% | +66.6% | -26.1% | +48.2% |
| All | +40.5% | +66.2% | -25.7% | +48.2% |
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