+180.5%
PL vs VTEB
+3.1%
+177.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.5% |
| 7D | -9.3% | -0.8% | -8.5% | -5.5% |
| 30D | -18.9% | -1.3% | -17.6% | -12.9% |
| 3M | -58.4% | -2.1% | -56.2% | -53.1% |
| 6M | -30.3% | -1.7% | -28.6% | -21.0% |
| YTD | -8.1% | -0.6% | -7.5% | -9.1% |
| 1Y | +180.5% | +3.1% | +177.4% | +18.9% |
| All | +180.5% | +3.1% | +177.4% | +18.9% |
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