-66.6%
TBI price history and return analytics
+64.2%
-130.9%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +0.7% |
| 7D | -8.7% | -2.0% | -6.7% | -6.9% |
| 30D | -11.1% | -1.4% | -9.7% | -9.9% |
| 3M | +38.3% | +4.7% | +33.6% | +32.2% |
| 6M | +129.9% | +11.4% | +118.6% | +107.6% |
| YTD | +99.1% | +13.1% | +86.1% | +76.6% |
| 1Y | +58.1% | +19.0% | +39.1% | +33.1% |
| 3Y | -35.7% | +73.9% | -109.6% | -62.0% |
| All | -66.6% | +64.2% | -130.9% | -78.8% |
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