+51.3%
GEV vs VTEB
+0.4%
+50.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.4% | +3.3% | +2.7% |
| 7D | +1.6% | -0.9% | +2.5% | +3.9% |
| 30D | -7.9% | -2.5% | -5.4% | -2.4% |
| 3M | +5.6% | -3.0% | +8.6% | +14.2% |
| 6M | +13.1% | -2.1% | +15.2% | +19.7% |
| YTD | +46.7% | -1.5% | +48.2% | +58.7% |
| 1Y | +51.3% | +0.2% | +51.1% | +65.3% |
| All | +51.3% | +0.4% | +50.9% | +65.3% |
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