+191.1%
TRI vs VTEB
+17.9%
+173.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.5% |
| 7D | -7.9% | -0.9% | -7.0% | -7.3% |
| 30D | -4.5% | -2.5% | -2.0% | -2.8% |
| 3M | +22.1% | -3.0% | +25.1% | +24.8% |
| 6M | -2.8% | -2.1% | -0.6% | -1.3% |
| YTD | -23.4% | -1.5% | -21.9% | -22.6% |
| 1Y | -41.5% | +0.2% | -41.7% | -41.6% |
| 3Y | -19.2% | +8.6% | -27.8% | -23.8% |
| 5Y | -9.4% | +1.2% | -10.6% | -10.9% |
| All | +191.1% | +17.9% | +173.2% | +204.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling