+30.1%
VIK vs VTEB
+0.4%
+29.8%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | -0.3% |
| 7D | -0.9% | -0.9% | 0.0% | +3.1% |
| 30D | -18.4% | -2.5% | -15.9% | -8.8% |
| 3M | -8.8% | -3.0% | -5.8% | +4.2% |
| 6M | +17.1% | -2.1% | +19.3% | +27.3% |
| YTD | +19.0% | -1.5% | +20.5% | +32.4% |
| 1Y | +30.1% | +0.2% | +30.0% | +45.8% |
| All | +30.1% | +0.4% | +29.8% | +45.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling