+711.4%
TBBK price history and return analytics
+229.8%
+481.6%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.6% |
| 7D | -24.3% | -1.1% | -23.2% | -22.9% |
| 30D | -27.2% | -1.0% | -26.2% | -25.9% |
| 3M | -10.4% | +3.2% | -13.5% | -14.6% |
| 6M | -4.0% | +12.5% | -16.5% | -20.2% |
| YTD | -25.0% | +14.1% | -39.1% | -38.7% |
| 1Y | -34.0% | +18.9% | -52.9% | -49.1% |
| 3Y | +41.5% | +74.1% | -32.6% | -37.3% |
| 5Y | +113.4% | +66.9% | +46.5% | +4.2% |
| All | +711.4% | +229.8% | +481.6% | +82.8% |
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 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