+211.9%
TER vs VTEB
+0.8%
+211.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -2.5% |
| 7D | +9.4% | -1.2% | +10.6% | +11.3% |
| 30D | -2.4% | -2.9% | +0.4% | +1.6% |
| 3M | +6.5% | -3.2% | +9.7% | +11.4% |
| 6M | +23.2% | -2.6% | +25.8% | +28.2% |
| YTD | +91.5% | -1.8% | +93.3% | +97.8% |
| 1Y | +214.8% | +0.2% | +214.6% | +218.1% |
| 3Y | +275.3% | +8.2% | +267.1% | +233.7% |
| 5Y | +211.9% | +0.8% | +211.1% | +209.7% |
| All | +211.9% | +0.8% | +211.1% | +209.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling