+18.0%
EIX vs VTEB
+17.9%
+0.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.7% |
| 7D | -1.4% | -0.9% | -0.4% | -0.3% |
| 30D | -19.3% | -2.5% | -16.8% | -16.9% |
| 3M | -21.7% | -3.0% | -18.7% | -18.8% |
| 6M | -19.8% | -2.1% | -17.7% | -17.8% |
| YTD | -3.0% | -1.5% | -1.6% | -1.3% |
| 1Y | +5.1% | +0.2% | +4.9% | +5.0% |
| 3Y | -7.0% | +8.6% | -15.5% | -15.1% |
| 5Y | +22.0% | +1.2% | +20.8% | +19.5% |
| All | +18.0% | +17.9% | +0.1% | +11.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling