+491.8%
TBBK price history and return analytics
+364.8%
+127.0%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.5% |
| 7D | -25.7% | -2.0% | -23.7% | -23.8% |
| 30D | -27.6% | -1.4% | -26.2% | -26.2% |
| 3M | -8.5% | +4.7% | -13.2% | -13.4% |
| 6M | -5.5% | +11.4% | -16.8% | -17.3% |
| YTD | -25.5% | +13.1% | -38.6% | -35.7% |
| 1Y | -33.8% | +19.0% | -52.8% | -46.1% |
| 3Y | +37.7% | +73.9% | -36.2% | -26.3% |
| 5Y | +112.0% | +65.4% | +46.6% | +24.3% |
| 10Y | +732.8% | +225.4% | +507.4% | +159.4% |
| All | +491.8% | +364.8% | +127.0% | +88.9% |
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