+38.4%
AR vs VTEB
+17.9%
+20.6%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.2% | -2.1% |
| 7D | -2.5% | -0.9% | -1.6% | -2.0% |
| 30D | +2.5% | -2.5% | +5.0% | +4.0% |
| 3M | +12.3% | -3.0% | +15.3% | +14.1% |
| 6M | -3.1% | -2.1% | -1.0% | -2.1% |
| YTD | +11.5% | -1.5% | +13.0% | +12.2% |
| 1Y | +17.0% | +0.2% | +16.9% | +16.4% |
| 3Y | +47.3% | +8.6% | +38.7% | +37.7% |
| 5Y | +141.2% | +1.2% | +140.0% | +136.9% |
| All | +38.4% | +17.9% | +20.6% | +39.3% |
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 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