+125.6%
ULTA vs VTEB
+17.9%
+107.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +1.7% |
| 7D | -3.1% | -0.9% | -2.2% | -2.1% |
| 30D | +2.8% | -2.5% | +5.3% | +5.6% |
| 3M | +14.8% | -3.0% | +17.7% | +18.5% |
| 6M | -16.2% | -2.1% | -14.1% | -14.3% |
| YTD | -9.6% | -1.5% | -8.1% | -8.2% |
| 1Y | +4.8% | +0.2% | +4.6% | +4.6% |
| 3Y | +30.7% | +8.6% | +22.1% | +19.9% |
| 5Y | +45.9% | +1.2% | +44.7% | +43.9% |
| All | +125.6% | +17.9% | +107.7% | +166.4% |
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