+136.1%
C vs VTEB
+0.8%
+135.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.9% |
| 7D | +0.3% | -1.2% | +1.5% | +0.9% |
| 30D | +2.0% | -2.9% | +4.9% | +3.7% |
| 3M | +4.4% | -3.2% | +7.5% | +6.3% |
| 6M | +28.3% | -2.6% | +31.0% | +30.3% |
| YTD | +20.5% | -1.8% | +22.3% | +21.9% |
| 1Y | +45.5% | +0.2% | +45.3% | +45.8% |
| 3Y | +274.0% | +8.2% | +265.8% | +248.8% |
| 5Y | +136.1% | +0.8% | +135.3% | +76.4% |
| All | +136.1% | +0.8% | +135.4% | +76.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling