+75.9%
DE vs VTEB
+8.6%
+67.3%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.6% |
| 7D | -2.6% | -0.9% | -1.6% | -2.0% |
| 30D | +9.0% | -2.5% | +11.5% | +10.9% |
| 3M | +19.1% | -3.0% | +22.1% | +21.7% |
| 6M | +14.4% | -2.1% | +16.5% | +16.2% |
| YTD | +45.9% | -1.5% | +47.4% | +47.7% |
| 1Y | +43.6% | +0.2% | +43.4% | +43.8% |
| 3Y | +75.9% | +8.6% | +67.3% | +65.8% |
| All | +75.9% | +8.6% | +67.3% | +65.8% |
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