+69.6%
PBR vs VTEB
+3.1%
+66.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.8% |
| 7D | +8.6% | -0.8% | +9.3% | +6.7% |
| 30D | +12.8% | -1.3% | +14.1% | +9.5% |
| 3M | +14.7% | -2.1% | +16.8% | +10.0% |
| 6M | +25.2% | -1.7% | +26.9% | +21.0% |
| YTD | +77.1% | -0.6% | +77.7% | +72.8% |
| 1Y | +69.6% | +3.1% | +66.5% | +65.4% |
| All | +69.6% | +3.1% | +66.4% | +65.4% |
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