+495.0%
V vs VTEB
+26.6%
+468.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -1.1% | -0.2% | -0.9% | -0.9% |
| 30D | +1.9% | -1.6% | +3.5% | +2.9% |
| 3M | +15.5% | -2.0% | +17.5% | +17.0% |
| 6M | +16.6% | -1.7% | +18.3% | +17.9% |
| YTD | +5.7% | -0.6% | +6.3% | +6.1% |
| 1Y | +8.6% | +1.8% | +6.7% | +7.3% |
| 3Y | +52.5% | +9.6% | +42.9% | +43.5% |
| 5Y | +67.1% | +2.1% | +65.1% | +63.7% |
| 10Y | +376.8% | +18.9% | +357.9% | +382.5% |
| All | +495.0% | +26.6% | +468.4% | +595.5% |
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