+324.2%
EAT vs VTEB
+0.9%
+323.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.7% |
| 7D | -6.2% | -1.2% | -5.0% | -4.6% |
| 30D | -3.0% | -2.9% | -0.2% | +0.9% |
| 3M | +45.6% | -3.2% | +48.8% | +52.2% |
| 6M | +53.5% | -2.6% | +56.2% | +59.4% |
| YTD | +49.6% | -1.8% | +51.4% | +53.6% |
| 1Y | +38.9% | +0.2% | +38.7% | +38.9% |
| 3Y | +589.7% | +8.2% | +581.4% | +501.5% |
| All | +324.2% | +0.9% | +323.3% | +310.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling