+15.9%
EW vs VTEB
+8.2%
+7.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +1.2% |
| 7D | -3.4% | -1.2% | -2.1% | -2.5% |
| 30D | -7.4% | -2.9% | -4.5% | -5.5% |
| 3M | +0.9% | -3.2% | +4.1% | +3.2% |
| 6M | +1.2% | -2.6% | +3.8% | +3.1% |
| YTD | +1.8% | -1.8% | +3.6% | +3.3% |
| 1Y | +10.8% | +0.2% | +10.6% | +11.2% |
| All | +15.9% | +8.2% | +7.7% | +7.0% |
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