+66.7%
FITB vs VTEB
+1.2%
+65.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.2% | +0.3% |
| 7D | -0.3% | -0.9% | +0.6% | +0.3% |
| 30D | -5.7% | -2.5% | -3.2% | -4.1% |
| 3M | +3.2% | -3.0% | +6.1% | +5.2% |
| 6M | +23.4% | -2.1% | +25.5% | +25.1% |
| YTD | +18.8% | -1.5% | +20.3% | +20.0% |
| 1Y | +25.0% | +0.2% | +24.8% | +25.1% |
| 3Y | +131.2% | +8.6% | +122.6% | +117.4% |
| All | +66.7% | +1.2% | +65.5% | +15.3% |
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 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