+1,086.3%
TT vs VTEB
+26.8%
+1,059.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.2% |
| 7D | +4.0% | -1.2% | +5.3% | +5.1% |
| 30D | -11.3% | +2.5% | -13.8% | -13.3% |
| 3M | -12.3% | -1.7% | -10.6% | -11.0% |
| 6M | -10.8% | -1.2% | -9.6% | -9.8% |
| YTD | +8.2% | -0.5% | +8.6% | +8.8% |
| 1Y | +1.5% | -0.1% | +1.5% | +1.7% |
| 3Y | +91.5% | +10.5% | +81.0% | +75.5% |
| 5Y | +130.2% | +2.6% | +127.6% | +123.4% |
| 10Y | +727.9% | +22.4% | +705.6% | +843.0% |
| All | +1,086.3% | +26.8% | +1,059.6% | +1,438.1% |
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