+226.1%
KO vs VTEB
+25.1%
+201.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.9% |
| 7D | -1.1% | -1.2% | +0.1% | -0.1% |
| 30D | +1.6% | -2.9% | +4.4% | +4.0% |
| 3M | +5.8% | -3.2% | +8.9% | +8.5% |
| 6M | +14.3% | -2.6% | +16.9% | +16.8% |
| YTD | +27.3% | -1.8% | +29.1% | +29.2% |
| 1Y | +33.2% | +0.2% | +33.0% | +32.9% |
| 3Y | +64.5% | +8.2% | +56.3% | +54.1% |
| 5Y | +83.1% | +0.8% | +82.3% | +82.2% |
| 10Y | +183.9% | +17.7% | +166.3% | +169.1% |
| All | +226.1% | +25.1% | +201.0% | +228.5% |
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