+3.3%
TBLA price history and return analytics
+74.2%
-71.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +0.8% |
| 7D | -1.6% | -1.1% | -0.4% | -0.2% |
| 30D | -2.1% | -1.0% | -1.1% | -0.8% |
| 3M | -19.7% | +3.2% | -22.8% | -22.7% |
| 6M | +17.3% | +12.5% | +4.8% | +1.5% |
| YTD | -17.6% | +14.1% | -31.6% | -30.2% |
| 1Y | +11.4% | +18.9% | -7.5% | -10.8% |
| 3Y | +3.3% | +74.1% | -70.8% | -54.1% |
| All | +3.3% | +74.2% | -71.0% | -54.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling