+648.6%
P vs VTEB
+17.5%
+631.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.4% |
| 7D | -4.1% | -1.2% | -2.9% | -3.1% |
| 30D | -14.0% | -2.9% | -11.1% | -11.8% |
| 3M | +41.4% | -3.2% | +44.6% | +45.4% |
| 6M | +54.2% | -2.6% | +56.8% | +57.9% |
| YTD | +40.4% | -1.8% | +42.3% | +42.8% |
| 1Y | +16.0% | +0.2% | +15.7% | +16.0% |
| 3Y | +140.7% | +8.2% | +132.5% | +124.1% |
| 5Y | +256.3% | +0.8% | +255.5% | +251.6% |
| All | +648.6% | +17.5% | +631.2% | +730.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling