+70.7%
MA vs VTEB
+10.6%
+60.1%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | +1.3% | -1.2% | +2.5% | +2.0% |
| 30D | +9.6% | +2.5% | +7.1% | +8.2% |
| 3M | +16.8% | -1.7% | +18.5% | +17.9% |
| 6M | +35.2% | -1.2% | +36.4% | +36.2% |
| YTD | +16.6% | -0.5% | +17.0% | +16.9% |
| 1Y | +19.8% | -0.1% | +19.9% | +19.8% |
| 3Y | +70.7% | +10.5% | +60.2% | +63.5% |
| All | +70.7% | +10.6% | +60.1% | +63.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling