+313.3%
BBY vs VTEB
+25.5%
+287.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +2.7% |
| 7D | +0.6% | -0.9% | +1.5% | +1.6% |
| 30D | +9.4% | -2.5% | +11.9% | +12.4% |
| 3M | +19.3% | -3.0% | +22.3% | +23.2% |
| 6M | +47.9% | -2.1% | +50.0% | +51.5% |
| YTD | +39.6% | -1.5% | +41.1% | +41.9% |
| 1Y | +22.2% | +0.2% | +22.0% | +22.1% |
| 3Y | +45.0% | +8.6% | +36.4% | +33.9% |
| 5Y | +2.6% | +1.2% | +1.4% | +0.3% |
| 10Y | +250.5% | +18.1% | +232.4% | +315.3% |
| All | +313.3% | +25.5% | +287.8% | +509.1% |
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 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