+278.9%
ADP vs VTEB
+17.9%
+261.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.6% |
| 7D | -2.8% | -0.9% | -1.8% | -1.9% |
| 30D | +0.2% | -2.5% | +2.7% | +2.8% |
| 3M | +20.5% | -3.0% | +23.5% | +24.1% |
| 6M | +28.8% | -2.1% | +30.9% | +31.5% |
| YTD | +6.6% | -1.5% | +8.1% | +8.2% |
| 1Y | -6.9% | +0.2% | -7.1% | -7.1% |
| 3Y | +16.1% | +8.6% | +7.6% | +6.2% |
| 5Y | +49.3% | +1.2% | +48.1% | +47.1% |
| All | +278.9% | +17.9% | +261.0% | +302.0% |
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