+985.8%
ASX vs VTEB
+23.2%
+962.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.7% |
| 7D | +12.4% | -1.2% | +13.6% | +14.0% |
| 30D | -19.8% | +2.5% | -22.3% | -22.4% |
| 3M | -10.3% | -1.7% | -8.6% | -8.6% |
| 6M | +1.2% | -1.2% | +2.5% | +2.8% |
| YTD | +123.0% | -0.5% | +123.5% | +125.0% |
| 1Y | +145.4% | -0.1% | +145.5% | +146.4% |
| 3Y | +368.6% | +10.5% | +358.2% | +316.1% |
| 5Y | +486.0% | +2.6% | +483.5% | +466.7% |
| All | +985.8% | +23.2% | +962.6% | +875.9% |
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