+29.7%
Q vs VTEB
-0.3%
+30.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.4% | +2.4% |
| 7D | +6.7% | -0.2% | +7.0% | +8.1% |
| 30D | -10.6% | -1.6% | -9.0% | -2.2% |
| 3M | -14.6% | -2.0% | -12.6% | -4.2% |
| 6M | +12.1% | -1.7% | +13.7% | +24.6% |
| YTD | +51.3% | -0.6% | +51.9% | +58.2% |
| All | +29.7% | -0.3% | +30.0% | +34.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling