+3,604.4%
FIX vs VTEB
+23.5%
+3,580.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.1% |
| 7D | +17.0% | -0.7% | +17.7% | +17.9% |
| 30D | -30.6% | +2.7% | -33.3% | -32.5% |
| 3M | -35.0% | -1.2% | -33.8% | -34.3% |
| 6M | -44.0% | -1.0% | -43.0% | -43.4% |
| YTD | +21.1% | -0.2% | +21.3% | +21.4% |
| 1Y | +16.3% | +0.1% | +16.2% | +16.3% |
| 3Y | +507.4% | +10.8% | +496.6% | +447.5% |
| 5Y | +1,052.1% | +2.9% | +1,049.2% | +1,013.2% |
| All | +3,604.4% | +23.5% | +3,580.9% | +4,176.5% |
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