+247.9%
SOXX vs VTEB
+1.2%
+246.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.4% |
| 7D | +1.4% | -0.9% | +2.3% | +2.8% |
| 30D | -3.6% | -2.5% | -1.1% | 0.0% |
| 3M | -10.2% | -3.0% | -7.2% | -6.1% |
| 6M | +54.2% | -2.1% | +56.4% | +59.6% |
| YTD | +75.2% | -1.5% | +76.7% | +80.0% |
| 1Y | +107.5% | +0.2% | +107.3% | +109.0% |
| 3Y | +226.8% | +8.6% | +218.2% | +186.0% |
| All | +247.9% | +1.2% | +246.7% | +218.8% |
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 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