+32.1%
CL vs VTEB
+0.4%
+31.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.4% | +2.9% | +2.7% |
| 7D | +7.7% | +0.9% | +6.8% | +6.5% |
| 30D | +15.2% | +3.7% | +11.6% | +10.4% |
| 3M | +7.3% | -0.8% | +8.2% | +11.4% |
| 6M | +17.0% | -0.9% | +17.9% | +21.2% |
| YTD | +28.0% | -0.1% | +28.1% | +32.8% |
| 1Y | +32.1% | +0.2% | +31.9% | +35.7% |
| All | +32.1% | +0.4% | +31.7% | +35.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling