+977.1%
BE vs VTEB
+17.2%
+959.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.3% | -2.1% |
| 7D | +23.9% | -0.7% | +24.6% | +25.1% |
| 30D | +27.8% | -2.1% | +29.9% | +31.7% |
| 3M | +3.7% | -2.7% | +6.4% | +7.8% |
| 6M | +78.0% | -2.1% | +80.1% | +83.9% |
| YTD | +209.9% | -1.1% | +211.0% | +215.8% |
| 1Y | +389.6% | +1.3% | +388.3% | +383.2% |
| 3Y | +1,730.6% | +9.0% | +1,721.6% | +1,576.4% |
| 5Y | +1,227.8% | +1.5% | +1,226.3% | +1,166.8% |
| All | +977.1% | +17.2% | +959.9% | +1,675.5% |
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