+229.2%
TER vs VTEB
+0.4%
+228.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +1.0% |
| 7D | +6.4% | -0.9% | +7.3% | +10.7% |
| 30D | -5.7% | -2.5% | -3.2% | +5.6% |
| 3M | -0.4% | -3.0% | +2.6% | +15.1% |
| 6M | +25.8% | -2.1% | +28.0% | +40.4% |
| YTD | +96.4% | -1.5% | +97.9% | +130.8% |
| 1Y | +229.2% | +0.2% | +229.1% | +326.8% |
| All | +229.2% | +0.4% | +228.9% | +326.8% |
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