+148.3%
TT vs VTEB
+1.5%
+146.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.2% |
| 7D | +1.4% | -0.7% | +2.1% | +2.2% |
| 30D | -6.7% | -2.1% | -4.6% | -4.4% |
| 3M | -5.4% | -2.7% | -2.8% | -2.4% |
| 6M | +4.4% | -2.1% | +6.5% | +7.1% |
| YTD | +14.9% | -1.1% | +16.1% | +16.8% |
| 1Y | +9.3% | +1.3% | +7.9% | +8.3% |
| 3Y | +121.7% | +9.0% | +112.7% | +99.2% |
| All | +148.3% | +1.5% | +146.8% | +131.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling