+32.8%
PFE vs VTEB
+17.9%
+14.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | 0.0% |
| 7D | -2.6% | -0.9% | -1.6% | -2.0% |
| 30D | +5.4% | -2.5% | +7.9% | +6.9% |
| 3M | +7.8% | -3.0% | +10.7% | +9.7% |
| 6M | +5.0% | -2.1% | +7.1% | +6.3% |
| YTD | +17.1% | -1.5% | +18.6% | +18.1% |
| 1Y | +19.3% | +0.2% | +19.2% | +19.3% |
| 3Y | -0.9% | +8.6% | -9.5% | -5.2% |
| 5Y | -20.8% | +1.2% | -22.0% | -21.5% |
| All | +32.8% | +17.9% | +14.9% | +36.4% |
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 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