+103.4%
GILD vs VTEB
+25.5%
+77.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.1% | -0.7% |
| 7D | -4.8% | -0.9% | -3.9% | -4.9% |
| 30D | +5.8% | -2.5% | +8.3% | +5.7% |
| 3M | +14.9% | -3.0% | +17.9% | +14.8% |
| 6M | -0.4% | -2.1% | +1.8% | -0.4% |
| YTD | +18.5% | -1.5% | +20.0% | +18.5% |
| 1Y | +25.1% | +0.2% | +25.0% | +25.2% |
| 3Y | +105.9% | +8.6% | +97.3% | +108.0% |
| 5Y | +143.0% | +1.2% | +141.8% | +139.8% |
| 10Y | +162.4% | +18.1% | +144.3% | +211.8% |
| All | +103.4% | +25.5% | +77.9% | +180.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling