+65.4%
FDX vs VTEB
+0.8%
+64.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +1.5% |
| 7D | -3.9% | -1.2% | -2.6% | -2.8% |
| 30D | -3.3% | -2.9% | -0.4% | -0.8% |
| 3M | -2.0% | -3.2% | +1.2% | +0.8% |
| 6M | +8.0% | -2.6% | +10.7% | +10.7% |
| YTD | +35.0% | -1.8% | +36.8% | +37.5% |
| 1Y | +73.7% | +0.2% | +73.5% | +74.4% |
| 3Y | +61.6% | +8.2% | +53.4% | +52.1% |
| 5Y | +65.4% | +0.8% | +64.5% | +70.5% |
| All | +65.4% | +0.8% | +64.6% | +70.5% |
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