+2,275.3%
TER vs VTEB
+26.6%
+2,248.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +11.0% | -0.2% | +11.2% | +11.2% |
| 30D | -1.9% | -1.6% | -0.3% | -0.2% |
| 3M | -0.7% | -2.0% | +1.3% | +1.5% |
| 6M | +36.4% | -1.7% | +38.0% | +39.1% |
| YTD | +92.4% | -0.6% | +93.0% | +94.4% |
| 1Y | +213.5% | +1.8% | +211.7% | +209.4% |
| 3Y | +277.2% | +9.6% | +267.7% | +243.9% |
| 5Y | +219.1% | +2.1% | +217.1% | +210.6% |
| 10Y | +1,744.2% | +18.9% | +1,725.3% | +1,793.5% |
| All | +2,275.3% | +26.6% | +2,248.7% | +2,881.9% |
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