+242.5%
ET vs VTEB
+1.2%
+241.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.9% |
| 7D | +0.2% | -0.9% | +1.2% | +0.4% |
| 30D | +2.9% | -2.5% | +5.4% | +3.3% |
| 3M | +16.8% | -3.0% | +19.8% | +17.4% |
| 6M | +18.9% | -2.1% | +21.0% | +19.3% |
| YTD | +37.7% | -1.5% | +39.2% | +37.9% |
| 1Y | +32.4% | +0.2% | +32.3% | +31.9% |
| 3Y | +99.5% | +8.6% | +90.9% | +91.5% |
| All | +242.5% | +1.2% | +241.3% | +152.5% |
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 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