-8.6%
TIMB price history and return analytics
+19.6%
-28.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -2.2% |
| 7D | +2.5% | -1.1% | +3.6% | +3.3% |
| 30D | +3.8% | -1.0% | +4.8% | +4.6% |
| 3M | -14.2% | +3.2% | -17.3% | -16.5% |
| 6M | -26.6% | +12.5% | -39.0% | -34.8% |
| YTD | -1.6% | +14.1% | -15.6% | -13.8% |
| 1Y | -8.6% | +18.9% | -27.5% | -23.3% |
| All | -8.6% | +19.6% | -28.2% | -23.3% |
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 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