-39.7%
CAG vs VTEB
+8.6%
-48.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.0% | -1.1% |
| 7D | -5.7% | -0.9% | -4.8% | -4.7% |
| 30D | -2.4% | -2.5% | +0.1% | +0.5% |
| 3M | +9.8% | -3.0% | +12.8% | +13.6% |
| 6M | -10.8% | -2.1% | -8.7% | -8.6% |
| YTD | -10.8% | -1.5% | -9.3% | -9.2% |
| 1Y | -19.0% | +0.2% | -19.1% | -18.9% |
| 3Y | -39.7% | +8.6% | -48.2% | -43.5% |
| All | -39.7% | +8.6% | -48.3% | -43.5% |
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 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