+55.3%
ON vs VTEB
+0.4%
+55.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.4% | +8.2% | +7.1% |
| 7D | +2.4% | -0.9% | +3.3% | +5.8% |
| 30D | -8.6% | -2.5% | -6.1% | +0.5% |
| 3M | -34.3% | -3.0% | -31.4% | -26.3% |
| 6M | +28.5% | -2.1% | +30.7% | +40.3% |
| YTD | +40.6% | -1.5% | +42.1% | +53.8% |
| 1Y | +55.3% | +0.2% | +55.2% | +73.2% |
| All | +55.3% | +0.4% | +55.0% | +73.2% |
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 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