+115.3%
SPOT vs VTEB
+1.2%
+114.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.3% |
| 7D | -3.1% | -0.9% | -2.2% | -1.9% |
| 30D | +7.4% | -2.5% | +9.9% | +10.8% |
| 3M | +8.2% | -3.0% | +11.1% | +12.3% |
| 6M | +2.2% | -2.1% | +4.3% | +5.1% |
| YTD | -9.5% | -1.5% | -8.0% | -7.7% |
| 1Y | -23.8% | +0.2% | -24.0% | -23.9% |
| 3Y | +233.5% | +8.6% | +224.9% | +188.6% |
| All | +115.3% | +1.2% | +114.1% | +132.9% |
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 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