+193.7%
TGT vs VTEB
+25.5%
+168.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.1% |
| 7D | -5.2% | -0.9% | -4.3% | -4.8% |
| 30D | +1.2% | -2.5% | +3.7% | +2.5% |
| 3M | +18.4% | -3.0% | +21.4% | +20.1% |
| 6M | +33.4% | -2.1% | +35.6% | +34.9% |
| YTD | +63.8% | -1.5% | +65.3% | +65.0% |
| 1Y | +77.2% | +0.2% | +77.0% | +77.0% |
| 3Y | +41.8% | +8.6% | +33.2% | +36.8% |
| 5Y | -25.5% | +1.2% | -26.7% | -27.0% |
| 10Y | +204.9% | +18.1% | +186.8% | +257.5% |
| All | +193.7% | +25.5% | +168.2% | +282.2% |
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