+8.2%
NOW vs VTEB
+9.0%
-0.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.7% |
| 7D | -4.1% | -0.7% | -3.4% | -3.4% |
| 30D | +2.9% | -2.1% | +4.9% | +5.2% |
| 3M | +22.6% | -2.7% | +25.2% | +26.0% |
| 6M | +7.5% | -2.1% | +9.6% | +10.0% |
| YTD | -14.4% | -1.1% | -13.3% | -13.1% |
| 1Y | -29.8% | +1.3% | -31.1% | -30.0% |
| All | +8.2% | +9.0% | -0.8% | -3.0% |
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