+111.9%
FIX vs VTEB
+0.4%
+111.5%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | +0.6% |
| 7D | +0.7% | -1.2% | +1.9% | +4.4% |
| 30D | -5.7% | -2.9% | -2.8% | +2.6% |
| 3M | -7.4% | -3.2% | -4.3% | +2.6% |
| 6M | +15.1% | -2.6% | +17.7% | +25.4% |
| YTD | +70.7% | -1.8% | +72.5% | +81.5% |
| 1Y | +111.9% | +0.2% | +111.7% | +105.0% |
| All | +111.9% | +0.4% | +111.5% | +105.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling