+565.7%
B vs VTEB
+26.8%
+538.9%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.2% |
| 7D | -7.3% | -1.2% | -6.1% | -5.7% |
| 30D | -3.3% | +2.5% | -5.8% | -6.5% |
| 3M | -7.8% | -1.7% | -6.1% | -5.5% |
| 6M | -15.5% | -1.2% | -14.3% | -13.8% |
| YTD | -12.3% | -0.5% | -11.8% | -11.2% |
| 1Y | +5.4% | -0.1% | +5.4% | +6.0% |
| 3Y | +165.5% | +10.5% | +155.1% | +134.0% |
| 5Y | +107.0% | +2.6% | +104.5% | +99.7% |
| 10Y | +210.6% | +22.4% | +188.2% | +103.6% |
| All | +565.7% | +26.8% | +538.9% | +360.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling