+199.8%
TER vs VTEB
+3.1%
+196.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.3% |
| 7D | +0.6% | -0.8% | +1.3% | +3.7% |
| 30D | -8.3% | -1.3% | -7.0% | -3.4% |
| 3M | -12.2% | -2.1% | -10.1% | -3.6% |
| 6M | +17.0% | -1.7% | +18.7% | +23.7% |
| YTD | +84.6% | -0.6% | +85.2% | +102.7% |
| 1Y | +199.8% | +3.1% | +196.7% | +255.6% |
| All | +199.8% | +3.1% | +196.7% | +255.6% |
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 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