+272.9%
C vs VTEB
+26.6%
+246.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +3.2% | -0.2% | +3.4% | +3.3% |
| 30D | +1.3% | -1.6% | +2.9% | +2.3% |
| 3M | +3.1% | -2.0% | +5.1% | +4.4% |
| 6M | +29.6% | -1.7% | +31.3% | +31.0% |
| YTD | +19.0% | -0.6% | +19.5% | +19.5% |
| 1Y | +45.6% | +1.8% | +43.8% | +44.2% |
| 3Y | +269.3% | +9.6% | +259.7% | +247.8% |
| 5Y | +131.6% | +2.1% | +129.5% | +126.6% |
| 10Y | +286.5% | +18.9% | +267.6% | +429.0% |
| All | +272.9% | +26.6% | +246.2% | +604.7% |
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 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