-3.7%
P vs VTEB
+0.7%
-4.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | +0.4% | -16.8% | -16.2% |
| 7D | -31.9% | +1.2% | -33.1% | -31.9% |
| 30D | -36.5% | +4.2% | -40.7% | -37.7% |
| 3M | +11.6% | -0.5% | +12.1% | +22.2% |
| 6M | +25.2% | -0.6% | +25.8% | +37.4% |
| YTD | +39.4% | +0.3% | +39.2% | +50.7% |
| 1Y | -3.7% | +0.8% | -4.5% | +4.9% |
| All | -3.7% | +0.7% | -4.4% | +4.9% |
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