+7.6%
GD vs VTEB
-0.1%
+7.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +2.7% | -1.2% | +3.9% | +3.4% |
| 30D | +8.6% | +2.5% | +6.1% | +6.7% |
| 3M | -7.1% | -1.7% | -5.4% | -6.7% |
| 6M | +7.5% | -1.2% | +8.7% | +7.5% |
| YTD | +9.9% | -0.5% | +10.4% | +6.7% |
| 1Y | +7.6% | -0.1% | +7.6% | +3.6% |
| All | +7.6% | -0.1% | +7.7% | +3.6% |
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