+51.7%
B vs VTEB
+0.4%
+51.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.2% | -1.0% |
| 7D | -2.4% | -0.9% | -1.5% | +1.5% |
| 30D | +6.3% | -2.5% | +8.9% | +18.9% |
| 3M | +12.1% | -3.0% | +15.1% | +28.6% |
| 6M | -3.1% | -2.1% | -1.0% | +7.3% |
| YTD | +2.0% | -1.5% | +3.4% | +18.0% |
| 1Y | +51.7% | +0.2% | +51.5% | +86.0% |
| All | +51.7% | +0.4% | +51.3% | +86.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling