+26.4%
P vs VTEB
+3.1%
+23.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.3% | +1.3% |
| 7D | +6.5% | -0.8% | +7.3% | +8.4% |
| 30D | +18.8% | -1.3% | +20.2% | +22.6% |
| 3M | +26.7% | -2.1% | +28.9% | +33.4% |
| 6M | +62.2% | -1.7% | +63.9% | +67.3% |
| YTD | +48.5% | -0.6% | +49.1% | +51.0% |
| 1Y | +26.4% | +3.1% | +23.3% | +15.1% |
| All | +26.4% | +3.1% | +23.3% | +15.1% |
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