+39.5%
APA vs VTEB
-2.1%
+41.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | -0.5% |
| 7D | +0.3% | -0.7% | +1.0% | -4.1% |
| 30D | +9.3% | -2.1% | +11.4% | -4.8% |
| 3M | +23.3% | -2.7% | +26.0% | +3.0% |
| 6M | +39.5% | -2.1% | +41.6% | +24.1% |
| All | +39.5% | -2.1% | +41.6% | +24.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling