+16.0%
AA vs VTEB
+0.4%
+15.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.3% | +1.8% |
| 7D | +0.9% | +0.9% | 0.0% | -1.0% |
| 30D | -6.4% | +3.7% | -10.1% | -14.4% |
| 3M | -13.0% | -0.8% | -12.1% | -7.5% |
| 6M | -34.6% | -0.9% | -33.7% | -30.0% |
| YTD | -23.0% | -0.1% | -22.9% | -22.4% |
| 1Y | +16.0% | +0.2% | +15.7% | +15.9% |
| All | +16.0% | +0.4% | +15.6% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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