+150.5%
KRE vs VTEB
+25.1%
+125.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | -1.4% | -1.2% | -0.2% | -1.1% |
| 30D | -3.9% | -2.9% | -1.0% | -3.1% |
| 3M | +3.6% | -3.2% | +6.8% | +4.5% |
| 6M | +15.4% | -2.6% | +18.0% | +16.2% |
| YTD | +15.2% | -1.8% | +17.1% | +15.8% |
| 1Y | +16.5% | +0.2% | +16.2% | +16.5% |
| 3Y | +85.2% | +8.2% | +76.9% | +81.2% |
| 5Y | +33.1% | +0.8% | +32.3% | +31.5% |
| 10Y | +123.1% | +17.7% | +105.4% | +205.6% |
| All | +150.5% | +25.1% | +125.4% | +351.7% |
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