+90.7%
TSBK price history and return analytics
+65.7%
+25.0%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.1% |
| 7D | +1.8% | -0.1% | +1.9% | +1.8% |
| 30D | +3.3% | -0.7% | +3.9% | +3.6% |
| 3M | +9.4% | +4.0% | +5.4% | +7.0% |
| 6M | +22.3% | +12.3% | +10.0% | +14.9% |
| YTD | +32.6% | +14.0% | +18.5% | +23.5% |
| 1Y | +38.0% | +20.3% | +17.7% | +25.0% |
| 3Y | +75.3% | +75.4% | -0.1% | +37.6% |
| 5Y | +90.7% | +66.0% | +24.7% | +50.6% |
| All | +90.7% | +65.7% | +25.0% | +50.6% |
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