+106.1%
T vs VTEB
+8.2%
+97.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.8% |
| 7D | -2.4% | -1.2% | -1.2% | -2.0% |
| 30D | +4.3% | -2.9% | +7.2% | +5.3% |
| 3M | +11.6% | -3.2% | +14.7% | +12.7% |
| 6M | -5.6% | -2.6% | -2.9% | -4.8% |
| YTD | +6.6% | -1.8% | +8.4% | +6.9% |
| 1Y | -8.4% | +0.2% | -8.6% | -9.1% |
| All | +106.1% | +8.2% | +97.9% | +102.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling