+250.1%
SPOT vs VTEB
+17.8%
+232.3%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | -6.9% | -1.2% | -5.6% | -6.4% |
| 30D | +4.1% | -2.9% | +7.0% | +5.3% |
| 3M | +3.7% | -3.2% | +6.9% | +5.0% |
| 6M | -1.6% | -2.6% | +1.0% | -0.6% |
| YTD | -10.2% | -1.8% | -8.3% | -9.5% |
| 1Y | -25.9% | +0.2% | -26.1% | -25.9% |
| 3Y | +235.6% | +8.2% | +227.4% | +225.9% |
| 5Y | +110.6% | +0.8% | +109.7% | +104.8% |
| All | +250.1% | +17.8% | +232.3% | +304.4% |
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