-25.8%
TPB vs VT
+15.2%
-41.0%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | +3.5% |
| 7D | +4.9% | -0.3% | +5.2% | +5.1% |
| 30D | +22.2% | -1.4% | +23.6% | +23.2% |
| 3M | -14.5% | -1.4% | -13.2% | -13.9% |
| 6M | -13.6% | +5.5% | -19.1% | -18.5% |
| YTD | -34.9% | +12.8% | -47.7% | -40.3% |
| 1Y | -25.8% | +15.4% | -41.2% | -33.3% |
| All | -25.8% | +15.2% | -41.0% | -33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling