+19.7%
TBN price history and return analytics
+13.3%
+6.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -7.2% | -1.6% | -5.6% | -7.6% |
| 30D | -13.8% | -2.5% | -11.3% | -14.4% |
| 3M | -10.5% | -1.3% | -9.2% | -10.8% |
| 6M | -19.2% | +3.1% | -22.3% | -17.9% |
| YTD | +6.5% | +10.9% | -4.4% | +11.2% |
| All | +19.7% | +13.3% | +6.4% | +21.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling