+80.8%
TBN price history and return analytics
+45.9%
+34.9%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.4% | +0.9% |
| 7D | +0.7% | -2.0% | +2.7% | +1.4% |
| 30D | +8.6% | -1.4% | +10.0% | +9.1% |
| 3M | +15.7% | +4.7% | +10.9% | +13.7% |
| 6M | +31.1% | +11.4% | +19.7% | +24.7% |
| YTD | +44.4% | +13.1% | +31.4% | +35.8% |
| 1Y | +79.1% | +19.0% | +60.1% | +63.4% |
| All | +80.8% | +45.9% | +34.9% | +46.3% |
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 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