+28.6%
P vs VTEB
-0.1%
+28.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -2.0% |
| 7D | +11.6% | -1.2% | +12.8% | +11.3% |
| 30D | -23.7% | +2.5% | -26.1% | -25.1% |
| 3M | -8.0% | -1.7% | -6.3% | +1.5% |
| 6M | +27.9% | -1.2% | +29.1% | +39.5% |
| YTD | +61.2% | -0.5% | +61.6% | +70.9% |
| 1Y | +28.6% | -0.1% | +28.7% | +35.6% |
| All | +28.6% | -0.1% | +28.8% | +35.6% |
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