+1,511.5%
MOD vs VTEB
+18.2%
+1,493.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.7% |
| 7D | +3.6% | -0.7% | +4.3% | +4.5% |
| 30D | -2.6% | -2.1% | -0.6% | -0.2% |
| 3M | -33.1% | -2.7% | -30.5% | -31.0% |
| 6M | -7.5% | -2.1% | -5.4% | -5.0% |
| YTD | +39.3% | -1.1% | +40.4% | +41.6% |
| 1Y | +34.3% | +1.3% | +32.9% | +33.0% |
| 3Y | +296.2% | +9.0% | +287.2% | +259.9% |
| 5Y | +1,504.6% | +1.5% | +1,503.1% | +1,477.2% |
| 10Y | +1,511.5% | +18.5% | +1,493.0% | +1,649.7% |
| All | +1,511.5% | +18.2% | +1,493.3% | +1,649.7% |
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 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