+184.3%
AA vs VTEB
+26.6%
+157.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.6% | +3.6% |
| 7D | +1.7% | -0.2% | +1.9% | +1.9% |
| 30D | +3.3% | -1.6% | +4.9% | +5.1% |
| 3M | -29.4% | -2.0% | -27.4% | -27.9% |
| 6M | -12.8% | -1.7% | -11.1% | -11.2% |
| YTD | -2.1% | -0.6% | -1.5% | -1.4% |
| 1Y | +62.8% | +1.8% | +60.9% | +60.1% |
| 3Y | +90.5% | +9.6% | +80.9% | +74.1% |
| 5Y | +19.1% | +2.1% | +17.0% | +14.9% |
| 10Y | +124.8% | +18.9% | +105.8% | +166.9% |
| All | +184.3% | +26.6% | +157.6% | +293.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling