+117.0%
AA vs VTEB
+17.9%
+99.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.4% | -0.5% |
| 7D | -3.4% | -0.9% | -2.5% | -2.3% |
| 30D | -5.8% | -2.5% | -3.3% | -3.0% |
| 3M | -29.9% | -3.0% | -26.9% | -27.4% |
| 6M | -27.0% | -2.1% | -24.9% | -25.0% |
| YTD | -8.7% | -1.5% | -7.2% | -7.0% |
| 1Y | +50.6% | +0.2% | +50.5% | +50.7% |
| 3Y | +74.1% | +8.6% | +65.5% | +59.0% |
| 5Y | +2.6% | +1.2% | +1.4% | 0.0% |
| All | +117.0% | +17.9% | +99.1% | +159.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling