+640.1%
TPB vs VT
+239.6%
+400.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | +3.2% |
| 7D | +4.9% | -0.3% | +5.2% | +5.2% |
| 30D | +22.2% | -1.4% | +23.6% | +23.6% |
| 3M | -14.5% | -1.4% | -13.2% | -13.7% |
| 6M | -13.6% | +5.5% | -19.1% | -17.9% |
| YTD | -34.9% | +12.8% | -47.7% | -41.4% |
| 1Y | -25.8% | +15.4% | -41.2% | -34.5% |
| 3Y | +239.7% | +76.9% | +162.8% | +106.1% |
| 5Y | +81.7% | +60.4% | +21.3% | +19.0% |
| 10Y | +485.2% | +232.8% | +252.4% | +70.1% |
| All | +640.1% | +239.6% | +400.5% | +96.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling