+268.9%
P vs VTEB
+1.5%
+267.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.6% |
| 7D | +5.0% | -0.7% | +5.7% | +5.6% |
| 30D | -0.9% | -2.1% | +1.1% | +0.9% |
| 3M | +38.7% | -2.7% | +41.3% | +41.9% |
| 6M | +54.4% | -2.1% | +56.5% | +57.3% |
| YTD | +44.8% | -1.1% | +46.0% | +46.5% |
| 1Y | +22.5% | +1.3% | +21.2% | +21.8% |
| 3Y | +148.2% | +9.0% | +139.2% | +125.6% |
| 5Y | +268.9% | +1.5% | +267.4% | +262.3% |
| All | +268.9% | +1.5% | +267.4% | +262.3% |
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