+148.6%
TE vs VTEB
+3.1%
+145.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.0% |
| 7D | -4.0% | -0.8% | -3.2% | +1.6% |
| 30D | -15.9% | -1.3% | -14.6% | -7.2% |
| 3M | -60.5% | -2.1% | -58.4% | -53.4% |
| 6M | -35.2% | -1.7% | -33.5% | -27.5% |
| YTD | -31.1% | -0.6% | -30.6% | -22.8% |
| 1Y | +148.6% | +3.1% | +145.6% | +217.5% |
| All | +148.6% | +3.1% | +145.5% | +217.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling