+83.1%
SPY vs VTEB
+1.2%
+81.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.5% |
| 7D | -0.8% | -0.9% | +0.2% | +0.1% |
| 30D | -1.1% | -2.5% | +1.4% | +1.3% |
| 3M | +3.9% | -3.0% | +6.8% | +6.8% |
| 6M | +13.6% | -2.1% | +15.7% | +15.9% |
| YTD | +12.7% | -1.5% | +14.2% | +14.4% |
| 1Y | +17.5% | +0.2% | +17.3% | +17.7% |
| 3Y | +76.9% | +8.6% | +68.4% | +62.5% |
| All | +83.1% | +1.2% | +81.9% | +67.9% |
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