+9.5%
TFC vs VTEB
-2.1%
+11.6%
-8.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | +0.2% |
| 7D | -1.3% | -0.7% | -0.6% | 0.0% |
| 30D | -2.3% | -2.1% | -0.3% | +1.8% |
| 3M | +2.5% | -2.7% | +5.1% | +8.4% |
| 6M | +9.5% | -2.1% | +11.6% | +13.9% |
| All | +9.5% | -2.1% | +11.6% | +13.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling