+156.4%
B vs VTEB
+1.2%
+155.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.2% | -0.2% |
| 7D | -2.4% | -0.9% | -1.5% | -0.6% |
| 30D | +6.3% | -2.5% | +8.9% | +11.8% |
| 3M | +12.1% | -3.0% | +15.1% | +19.1% |
| 6M | -3.1% | -2.1% | -1.0% | +1.5% |
| YTD | +2.0% | -1.5% | +3.4% | +5.7% |
| 1Y | +51.7% | +0.2% | +51.5% | +52.9% |
| 3Y | +190.5% | +8.6% | +182.0% | +148.4% |
| All | +156.4% | +1.2% | +155.2% | +145.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling