+107.8%
TIMB price history and return analytics
+57.4%
+50.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | +0.1% |
| 7D | +4.0% | +0.4% | +3.6% | +3.7% |
| 30D | +2.6% | -2.6% | +5.2% | +4.1% |
| 3M | +0.1% | -3.2% | +3.3% | +1.9% |
| 6M | -21.9% | +0.9% | -22.9% | -22.6% |
| YTD | -3.9% | +11.3% | -15.2% | -10.4% |
| 1Y | -18.4% | +14.0% | -32.4% | -25.0% |
| 3Y | +22.8% | +75.8% | -53.0% | -13.5% |
| 5Y | +107.8% | +57.8% | +50.0% | +51.7% |
| All | +107.8% | +57.4% | +50.4% | +51.7% |
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