+394.2%
IVV vs VTEB
+26.7%
+367.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.5% | -0.4% |
| 7D | +0.1% | -0.8% | +0.9% | +0.7% |
| 30D | +0.1% | -1.3% | +1.4% | +1.0% |
| 3M | +2.0% | -2.1% | +4.1% | +3.6% |
| 6M | +13.0% | -1.7% | +14.7% | +14.4% |
| YTD | +13.6% | -0.6% | +14.2% | +14.1% |
| 1Y | +20.1% | +3.1% | +17.0% | +17.8% |
| 3Y | +77.6% | +9.2% | +68.4% | +67.1% |
| 5Y | +82.5% | +2.2% | +80.3% | +78.5% |
| 10Y | +316.5% | +18.8% | +297.7% | +341.2% |
| All | +394.2% | +26.7% | +367.5% | +520.4% |
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