+597.0%
SE vs VTEB
+17.8%
+579.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +0.6% | -0.2% | +0.8% | +0.9% |
| 30D | -0.1% | -1.6% | +1.5% | +2.1% |
| 3M | +34.1% | -2.0% | +36.1% | +37.8% |
| 6M | +23.2% | -1.7% | +24.9% | +26.2% |
| YTD | -11.2% | -0.6% | -10.6% | -10.0% |
| 1Y | -40.5% | +1.8% | -42.4% | -41.5% |
| 3Y | +196.3% | +9.6% | +186.7% | +161.1% |
| 5Y | -67.0% | +2.1% | -69.1% | -68.2% |
| All | +597.0% | +17.8% | +579.2% | +530.9% |
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