+27.4%
O vs VTEB
+8.6%
+18.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.7% |
| 7D | -2.9% | -0.9% | -1.9% | -1.2% |
| 30D | -4.5% | -2.5% | -2.0% | 0.0% |
| 3M | -2.6% | -3.0% | +0.3% | +2.8% |
| 6M | -5.6% | -2.1% | -3.5% | -1.9% |
| YTD | +9.3% | -1.5% | +10.8% | +12.2% |
| 1Y | +4.3% | +0.2% | +4.1% | +3.7% |
| 3Y | +27.4% | +8.6% | +18.9% | +1.7% |
| All | +27.4% | +8.6% | +18.9% | +1.7% |
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