+69.5%
PR vs VTEB
+3.1%
+66.4%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.5% |
| 7D | +2.9% | -0.8% | +3.7% | +0.2% |
| 30D | +18.0% | -1.3% | +19.4% | +12.6% |
| 3M | +16.9% | -2.1% | +19.0% | +8.8% |
| 6M | +28.2% | -1.7% | +29.9% | +23.1% |
| YTD | +69.3% | -0.6% | +69.9% | +65.5% |
| 1Y | +69.5% | +3.1% | +66.4% | +76.8% |
| All | +69.5% | +3.1% | +66.4% | +76.8% |
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