+2,166.4%
FIX vs VTEB
+1.5%
+2,164.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.5% |
| 7D | +3.5% | -0.7% | +4.2% | +4.3% |
| 30D | -3.5% | -2.1% | -1.4% | -1.4% |
| 3M | -11.8% | -2.7% | -9.1% | -9.2% |
| 6M | +17.8% | -2.1% | +19.9% | +20.6% |
| YTD | +73.3% | -1.1% | +74.4% | +75.8% |
| 1Y | +128.1% | +1.3% | +126.8% | +126.6% |
| 3Y | +772.7% | +9.0% | +763.7% | +695.2% |
| 5Y | +2,166.4% | +1.5% | +2,164.9% | +1,926.2% |
| All | +2,166.4% | +1.5% | +2,164.9% | +1,926.2% |
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