-9.3%
EXE vs VTEB
-2.1%
-7.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -2.9% |
| 7D | -2.7% | -0.7% | -2.0% | -4.4% |
| 30D | -0.4% | -2.1% | +1.7% | -5.6% |
| 3M | +9.5% | -2.7% | +12.1% | +2.0% |
| 6M | -9.3% | -2.1% | -7.2% | -13.6% |
| All | -9.3% | -2.1% | -7.3% | -13.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling