-39.3%
BAX vs VTEB
+17.9%
-57.2%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -1.9% | -1.7% |
| 7D | -7.9% | -0.9% | -6.9% | -7.4% |
| 30D | -11.7% | -2.5% | -9.1% | -10.5% |
| 3M | +16.2% | -3.0% | +19.2% | +18.0% |
| 6M | +32.0% | -2.1% | +34.1% | +33.5% |
| YTD | +24.7% | -1.5% | +26.2% | +25.8% |
| 1Y | -2.6% | +0.2% | -2.8% | -2.4% |
| 3Y | -35.0% | +8.6% | -43.5% | -36.8% |
| 5Y | -67.6% | +1.2% | -68.8% | -67.8% |
| All | -39.3% | +17.9% | -57.2% | -44.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling