+1,381.0%
NET vs VTEB
+10.2%
+1,370.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.9% |
| 7D | -16.4% | +0.9% | -17.3% | -16.9% |
| 30D | -25.8% | +3.7% | -29.5% | -27.7% |
| 3M | -11.5% | -0.8% | -10.7% | -11.0% |
| 6M | +18.9% | -0.9% | +19.8% | +19.7% |
| YTD | +35.2% | -0.1% | +35.3% | +35.4% |
| 1Y | +14.5% | +0.2% | +14.2% | +14.3% |
| 3Y | +313.8% | +11.5% | +302.3% | +283.8% |
| 5Y | +32.6% | +3.1% | +29.4% | +23.4% |
| All | +1,381.0% | +10.2% | +1,370.8% | +1,216.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling