-0.3%
VCEB vs VT
+118.6%
-118.9%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +0.1% | -2.3% | +2.4% | +0.5% |
| 30D | +1.7% | -5.0% | +6.6% | +2.5% |
| 3M | -1.3% | -4.9% | +3.5% | -0.6% |
| 6M | -2.2% | -1.5% | -0.6% | -2.0% |
| YTD | -1.9% | +8.5% | -10.3% | -3.2% |
| 1Y | -1.6% | +11.4% | -13.0% | -3.4% |
| 3Y | +16.4% | +70.1% | -53.7% | +6.3% |
| 5Y | -1.8% | +53.7% | -55.6% | -10.7% |
| All | -0.3% | +118.6% | -118.9% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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