-59.9%
TBI price history and return analytics
+229.8%
-289.7%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.3% | -4.2% |
| 7D | -11.2% | -1.1% | -10.1% | -10.3% |
| 30D | -11.8% | -1.0% | -10.8% | -11.1% |
| 3M | +27.4% | +3.2% | +24.2% | +23.7% |
| 6M | +126.1% | +12.5% | +113.6% | +104.0% |
| YTD | +92.3% | +14.1% | +78.2% | +71.0% |
| 1Y | +48.8% | +18.9% | +29.9% | +27.4% |
| 3Y | -37.8% | +74.1% | -111.9% | -61.4% |
| 5Y | -67.5% | +66.9% | -134.4% | -79.1% |
| All | -59.9% | +229.8% | -289.7% | -86.7% |
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