-1.7%
TBB price history and return analytics
+63.7%
-65.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | +0.1% | -2.0% | +2.1% | +0.6% |
| 30D | -0.7% | -1.4% | +0.8% | -0.3% |
| 3M | -3.1% | +4.7% | -7.9% | -4.3% |
| 6M | -9.8% | +11.4% | -21.2% | -12.4% |
| YTD | -8.6% | +13.1% | -21.6% | -11.5% |
| 1Y | -11.9% | +19.0% | -31.0% | -15.9% |
| 3Y | +3.7% | +73.9% | -70.2% | -11.0% |
| 5Y | -1.7% | +65.4% | -67.1% | -16.8% |
| All | -1.7% | +63.7% | -65.3% | -16.8% |
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