+25.7%
USB vs VTEB
+2.5%
+23.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +2.6% | -1.2% | +3.8% | +3.3% |
| 30D | +8.4% | +2.5% | +5.9% | +6.9% |
| 3M | -5.5% | -1.7% | -3.8% | -4.7% |
| 6M | +17.7% | -1.2% | +19.0% | +18.5% |
| YTD | +17.6% | -0.5% | +18.0% | +17.9% |
| 1Y | +33.9% | -0.1% | +34.0% | +34.0% |
| 3Y | +103.8% | +10.5% | +93.4% | +91.3% |
| All | +25.7% | +2.5% | +23.2% | -12.6% |
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