+313.4%
DIA vs VTEB
+25.1%
+288.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.1% |
| 7D | -3.0% | -1.2% | -1.8% | -2.2% |
| 30D | -3.0% | -2.9% | -0.1% | -1.0% |
| 3M | +4.5% | -3.2% | +7.7% | +6.9% |
| 6M | +9.8% | -2.6% | +12.4% | +11.9% |
| YTD | +9.3% | -1.8% | +11.1% | +10.8% |
| 1Y | +16.0% | +0.2% | +15.8% | +15.9% |
| 3Y | +57.7% | +8.2% | +49.5% | +49.3% |
| 5Y | +63.8% | +0.8% | +62.9% | +62.4% |
| 10Y | +248.8% | +17.7% | +231.2% | +282.6% |
| All | +313.4% | +25.1% | +288.4% | +433.5% |
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 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