+35.4%
DD vs VTEB
+0.4%
+35.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -2.5% |
| 7D | +8.7% | +0.9% | +7.8% | +7.1% |
| 30D | +15.3% | +3.7% | +11.7% | +8.3% |
| 3M | +5.9% | -0.8% | +6.8% | +11.7% |
| 6M | +11.6% | -0.9% | +12.5% | +17.8% |
| YTD | +26.5% | -0.1% | +26.7% | +35.3% |
| 1Y | +35.4% | +0.2% | +35.2% | +45.4% |
| All | +35.4% | +0.4% | +35.0% | +45.4% |
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 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