+48.0%
BAX vs VTEB
+0.4%
+47.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.5% | +2.8% |
| 7D | +4.1% | +0.9% | +3.2% | +1.6% |
| 30D | +9.4% | +3.7% | +5.8% | -0.9% |
| 3M | -6.5% | -0.8% | -5.7% | -1.7% |
| 6M | +59.6% | -0.9% | +60.5% | +69.2% |
| YTD | +38.9% | -0.1% | +39.0% | +47.1% |
| 1Y | +48.0% | +0.2% | +47.7% | +56.6% |
| All | +48.0% | +0.4% | +47.6% | +56.6% |
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