+52.2%
TEM vs VTEB
+4.0%
+48.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.1% | -2.9% |
| 7D | -1.1% | -0.7% | -0.4% | +1.3% |
| 30D | +11.3% | -2.1% | +13.4% | +19.3% |
| 3M | +25.5% | -2.7% | +28.2% | +37.5% |
| 6M | +17.1% | -2.1% | +19.2% | +26.7% |
| YTD | +3.8% | -1.1% | +4.9% | +9.7% |
| 1Y | -24.4% | +1.3% | -25.7% | -24.4% |
| All | +52.2% | +4.0% | +48.3% | +37.5% |
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 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