+9.8%
BAX vs VTEB
+3.1%
+6.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +0.9% |
| 7D | -1.1% | -0.8% | -0.4% | +1.3% |
| 30D | -5.5% | -1.3% | -4.1% | -1.2% |
| 3M | +33.5% | -2.1% | +35.7% | +43.1% |
| 6M | +35.9% | -1.7% | +37.5% | +43.2% |
| YTD | +35.4% | -0.6% | +35.9% | +40.3% |
| 1Y | +9.8% | +3.1% | +6.7% | +4.5% |
| All | +9.8% | +3.1% | +6.6% | +4.5% |
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