+15.6%
U vs VTEB
+8.6%
+7.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.4% | +4.1% | +3.7% |
| 7D | +5.5% | -0.9% | +6.4% | +7.7% |
| 30D | -1.3% | -2.5% | +1.2% | +4.4% |
| 3M | +64.6% | -3.0% | +67.5% | +76.0% |
| 6M | +119.4% | -2.1% | +121.5% | +131.0% |
| YTD | -0.5% | -1.5% | +1.0% | +3.4% |
| 1Y | +1.3% | +0.2% | +1.1% | +1.6% |
| 3Y | +15.6% | +8.6% | +7.1% | -15.7% |
| All | +15.6% | +8.6% | +7.0% | -15.7% |
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