+85.5%
PR vs VTEB
+9.6%
+75.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.3% | +1.2% |
| 7D | -0.6% | -0.2% | -0.4% | -0.8% |
| 30D | +17.4% | -1.6% | +19.0% | +16.0% |
| 3M | +21.8% | -2.0% | +23.7% | +20.1% |
| 6M | +27.6% | -1.7% | +29.3% | +26.4% |
| YTD | +71.4% | -0.6% | +72.0% | +70.3% |
| 1Y | +78.3% | +1.8% | +76.5% | +78.2% |
| 3Y | +85.5% | +9.6% | +75.9% | +61.8% |
| All | +85.5% | +9.6% | +75.9% | +61.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling