-30.4%
TBI price history and return analytics
+371.8%
-402.2%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.1% |
| 7D | -6.7% | +1.0% | -7.7% | -7.7% |
| 30D | -7.9% | -0.2% | -7.7% | -7.7% |
| 3M | +41.0% | +4.5% | +36.4% | +34.1% |
| 6M | +121.5% | +14.1% | +107.4% | +91.3% |
| YTD | +106.4% | +14.8% | +91.6% | +76.6% |
| 1Y | +61.3% | +21.2% | +40.1% | +29.9% |
| 3Y | -33.3% | +76.6% | -109.9% | -64.4% |
| 5Y | -65.0% | +66.6% | -131.6% | -80.1% |
| 10Y | -57.4% | +222.3% | -279.6% | -89.1% |
| All | -30.4% | +371.8% | -402.2% | -87.3% |
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