+282.6%
TPR vs VTEB
+9.0%
+273.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.5% |
| 7D | -7.3% | -0.7% | -6.6% | -6.4% |
| 30D | -30.7% | -2.1% | -28.7% | -28.7% |
| 3M | -21.6% | -2.7% | -19.0% | -18.6% |
| 6M | -21.3% | -2.1% | -19.2% | -18.9% |
| YTD | -10.2% | -1.1% | -9.0% | -8.5% |
| 1Y | +9.5% | +1.3% | +8.2% | +8.3% |
| All | +282.6% | +9.0% | +273.6% | +237.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling