+1,726.2%
BE vs VTEB
+8.6%
+1,717.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.4% | +6.3% | +5.5% |
| 7D | +9.0% | -0.9% | +10.0% | +12.7% |
| 30D | +16.3% | -2.5% | +18.8% | +27.0% |
| 3M | +10.8% | -3.0% | +13.8% | +23.2% |
| 6M | +73.2% | -2.1% | +75.3% | +88.1% |
| YTD | +217.4% | -1.5% | +218.8% | +236.5% |
| 1Y | +309.8% | +0.2% | +309.6% | +310.0% |
| 3Y | +1,726.2% | +8.6% | +1,717.6% | +1,212.7% |
| All | +1,726.2% | +8.6% | +1,717.6% | +1,212.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling