+97.3%
TBPH price history and return analytics
+65.7%
+31.6%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -0.9% | -0.7% |
| 7D | -0.4% | -1.1% | +0.7% | +0.3% |
| 30D | +0.5% | -1.0% | +1.5% | +1.2% |
| 3M | +3.2% | +3.2% | 0.0% | +0.7% |
| 6M | +23.2% | +12.5% | +10.7% | +12.6% |
| YTD | -9.1% | +14.1% | -23.1% | -17.2% |
| 1Y | +24.2% | +18.9% | +5.3% | +9.9% |
| 3Y | +68.8% | +74.1% | -5.3% | +15.1% |
| All | +97.3% | +65.7% | +31.6% | +42.0% |
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