+138.1%
TIMB price history and return analytics
+221.8%
-83.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.7% |
| 7D | +5.2% | +2.4% | +2.9% | +3.1% |
| 30D | +4.3% | -1.5% | +5.8% | +5.5% |
| 3M | +10.2% | -4.1% | +14.3% | +14.2% |
| 6M | -14.4% | +0.6% | -15.0% | -15.3% |
| YTD | -0.6% | +11.0% | -11.6% | -10.2% |
| 1Y | -16.1% | +13.3% | -29.4% | -25.7% |
| 3Y | +27.3% | +73.4% | -46.1% | -25.6% |
| 5Y | +107.3% | +57.4% | +49.9% | +32.5% |
| All | +138.1% | +221.8% | -83.6% | -39.1% |
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 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