+309.8%
MOD vs VTEB
+9.6%
+300.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +6.3% | -0.2% | +6.5% | +6.7% |
| 30D | -1.7% | -1.6% | -0.1% | +0.7% |
| 3M | -30.1% | -2.0% | -28.1% | -28.0% |
| 6M | +2.7% | -1.7% | +4.4% | +5.4% |
| YTD | +44.1% | -0.6% | +44.7% | +46.4% |
| 1Y | +38.7% | +1.8% | +36.9% | +37.8% |
| 3Y | +309.8% | +9.6% | +300.2% | +229.6% |
| All | +309.8% | +9.6% | +300.2% | +229.6% |
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