+292.4%
C vs VTEB
+17.9%
+274.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.1% | 0.0% |
| 7D | +0.8% | -0.9% | +1.7% | +1.5% |
| 30D | +0.9% | -2.5% | +3.4% | +2.9% |
| 3M | +1.1% | -3.0% | +4.0% | +3.4% |
| 6M | +28.4% | -2.1% | +30.5% | +30.6% |
| YTD | +20.8% | -1.5% | +22.2% | +22.2% |
| 1Y | +43.4% | +0.2% | +43.3% | +43.4% |
| 3Y | +274.9% | +8.6% | +266.3% | +249.2% |
| 5Y | +136.7% | +1.2% | +135.5% | +132.8% |
| All | +292.4% | +17.9% | +274.6% | +408.7% |
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 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