+29.7%
Q vs VTEB
-1.5%
+31.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | +1.9% |
| 7D | +4.1% | -1.2% | +5.3% | +10.6% |
| 30D | -10.7% | -2.9% | -7.9% | +4.1% |
| 3M | -11.7% | -3.2% | -8.5% | +5.0% |
| 6M | +8.3% | -2.6% | +11.0% | +25.8% |
| YTD | +51.3% | -1.8% | +53.1% | +68.4% |
| All | +29.7% | -1.5% | +31.2% | +42.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling