+12.8%
IEFA vs VTEB
+0.7%
+12.1%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.6% |
| 7D | -1.7% | +1.2% | -2.9% | -3.8% |
| 30D | -1.8% | +4.2% | -5.9% | -9.1% |
| 3M | -4.5% | -0.5% | -4.0% | +1.0% |
| 6M | +1.8% | -0.6% | +2.3% | +8.0% |
| YTD | +8.5% | +0.3% | +8.3% | +15.0% |
| 1Y | +12.8% | +0.8% | +12.0% | +19.0% |
| All | +12.8% | +0.7% | +12.1% | +19.0% |
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