+86.1%
PL vs VTEB
+0.4%
+85.6%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -1.4% |
| 7D | -9.0% | -1.2% | -7.8% | -6.5% |
| 30D | -29.6% | -2.9% | -26.7% | -25.6% |
| 3M | -45.7% | -3.2% | -42.5% | -42.2% |
| 6M | -34.3% | -2.6% | -31.6% | -31.0% |
| YTD | -15.4% | -1.8% | -13.5% | -6.9% |
| 1Y | +86.1% | +0.2% | +85.9% | +98.0% |
| All | +86.1% | +0.4% | +85.6% | +98.0% |
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