+839.8%
MOD vs VTEB
+23.6%
+816.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.3% |
| 7D | +8.2% | +0.5% | +7.8% | +7.7% |
| 30D | -38.2% | +4.1% | -42.3% | -41.3% |
| 3M | -46.2% | -0.4% | -45.8% | -46.0% |
| 6M | -62.5% | -0.4% | -62.2% | -62.4% |
| YTD | -20.1% | +0.6% | -20.7% | -20.6% |
| 1Y | -29.7% | +0.8% | -30.4% | -30.1% |
| 3Y | +136.2% | +11.7% | +124.5% | +107.3% |
| 5Y | +820.4% | +3.8% | +816.6% | +780.1% |
| 10Y | +839.8% | +23.7% | +816.1% | +980.3% |
| All | +839.8% | +23.6% | +816.2% | +980.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling