+275.1%
P vs VTEB
+3.6%
+271.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +4.3% |
| 7D | -4.7% | +0.5% | -5.2% | -5.0% |
| 30D | -31.4% | +4.1% | -35.6% | -33.3% |
| 3M | -2.6% | -0.4% | -2.2% | -1.6% |
| 6M | +21.9% | -0.4% | +22.3% | +23.2% |
| YTD | +58.9% | +0.6% | +58.3% | +59.4% |
| 1Y | +21.7% | +0.8% | +21.0% | +22.0% |
| 3Y | +193.3% | +11.7% | +181.6% | +162.0% |
| 5Y | +275.1% | +3.8% | +271.4% | +243.5% |
| All | +275.1% | +3.6% | +271.5% | +243.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling