+55.3%
BE vs VTEB
+0.4%
+54.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.4% | -6.8% | -6.6% |
| 7D | -12.1% | +0.9% | -13.0% | -12.7% |
| 30D | -30.1% | +3.7% | -33.8% | -33.3% |
| 3M | -12.1% | -0.8% | -11.3% | -1.1% |
| 6M | -30.6% | -0.9% | -29.7% | -19.7% |
| YTD | +130.6% | -0.1% | +130.8% | +165.1% |
| 1Y | +55.3% | +0.2% | +55.0% | +81.8% |
| All | +55.3% | +0.4% | +54.9% | +81.8% |
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