+45.3%
TBT price history and return analytics
+229.8%
-184.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.2% |
| 7D | +3.5% | -1.1% | +4.6% | +3.7% |
| 30D | +2.9% | -1.0% | +3.8% | +3.0% |
| 3M | +12.4% | +3.2% | +9.2% | +11.7% |
| 6M | +14.6% | +12.5% | +2.2% | +11.8% |
| YTD | +14.3% | +14.1% | +0.2% | +11.1% |
| 1Y | +22.3% | +18.9% | +3.4% | +17.8% |
| 3Y | +26.0% | +74.1% | -48.1% | +9.3% |
| 5Y | +163.1% | +66.9% | +96.3% | +132.2% |
| All | +45.3% | +229.8% | -184.5% | -0.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling