+69.6%
V vs VTEB
+0.8%
+68.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.4% |
| 7D | -3.0% | -1.2% | -1.8% | -2.3% |
| 30D | +1.2% | -2.9% | +4.1% | +3.1% |
| 3M | +13.9% | -3.2% | +17.1% | +16.3% |
| 6M | +17.2% | -2.6% | +19.9% | +19.3% |
| YTD | +5.3% | -1.8% | +7.2% | +6.6% |
| 1Y | +9.5% | +0.2% | +9.3% | +9.2% |
| 3Y | +51.9% | +8.2% | +43.7% | +42.3% |
| 5Y | +69.6% | +0.8% | +68.7% | +35.8% |
| All | +69.6% | +0.8% | +68.8% | +35.8% |
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