+11.3%
O vs VTEB
+0.4%
+10.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.4% | +2.6% | +2.5% |
| 7D | +5.8% | +0.9% | +4.9% | +4.7% |
| 30D | +10.7% | +3.7% | +7.0% | +6.3% |
| 3M | -4.5% | -0.8% | -3.7% | -2.4% |
| 6M | -4.1% | -0.9% | -3.2% | -2.0% |
| YTD | +9.8% | -0.1% | +9.9% | +11.7% |
| 1Y | +11.3% | +0.2% | +11.1% | +12.8% |
| All | +11.3% | +0.4% | +10.9% | +12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling