+45.4%
MRK vs VTEB
+8.6%
+36.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.8% |
| 7D | -4.3% | -0.9% | -3.3% | -3.6% |
| 30D | +8.3% | -2.5% | +10.8% | +10.2% |
| 3M | +20.0% | -3.0% | +23.0% | +22.5% |
| 6M | +25.7% | -2.1% | +27.8% | +27.5% |
| YTD | +38.7% | -1.5% | +40.2% | +40.3% |
| 1Y | +74.7% | +0.2% | +74.5% | +75.0% |
| 3Y | +45.4% | +8.6% | +36.8% | +39.2% |
| All | +45.4% | +8.6% | +36.8% | +39.2% |
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