+46.0%
F vs VTEB
+10.6%
+35.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.6% |
| 7D | -3.1% | -1.2% | -1.9% | -1.1% |
| 30D | 0.0% | +2.5% | -2.4% | -3.8% |
| 3M | -13.2% | -1.7% | -11.5% | -10.5% |
| 6M | -10.2% | -1.2% | -9.0% | -8.0% |
| YTD | -4.9% | -0.5% | -4.5% | -3.3% |
| 1Y | -6.1% | -0.1% | -6.0% | -5.0% |
| 3Y | +46.0% | +10.5% | +35.5% | +14.3% |
| All | +46.0% | +10.6% | +35.4% | +14.3% |
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