+3,553.2%
FIX vs VTEB
+23.2%
+3,530.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.1% |
| 7D | +9.4% | -1.2% | +10.6% | +10.7% |
| 30D | -27.8% | +2.5% | -30.2% | -29.6% |
| 3M | -35.6% | -1.7% | -33.9% | -34.5% |
| 6M | -45.2% | -1.2% | -44.0% | -44.6% |
| YTD | +19.5% | -0.5% | +20.0% | +20.1% |
| 1Y | +24.2% | -0.1% | +24.3% | +24.4% |
| 3Y | +494.2% | +10.5% | +483.7% | +437.0% |
| 5Y | +1,036.1% | +2.6% | +1,033.6% | +1,001.0% |
| All | +3,553.2% | +23.2% | +3,530.0% | +4,129.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling