+494.4%
TEAM vs VTEB
+17.9%
+476.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.3% |
| 7D | -5.2% | -0.9% | -4.3% | -4.3% |
| 30D | +15.8% | -2.5% | +18.3% | +18.9% |
| 3M | +101.5% | -3.0% | +104.4% | +108.1% |
| 6M | +138.2% | -2.1% | +140.3% | +144.1% |
| YTD | +10.8% | -1.5% | +12.3% | +12.9% |
| 1Y | +1.7% | +0.2% | +1.5% | +1.9% |
| 3Y | -16.0% | +8.6% | -24.6% | -22.4% |
| 5Y | -52.7% | +1.2% | -53.9% | -54.4% |
| All | +494.4% | +17.9% | +476.6% | +478.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling