+225.7%
VIK vs VTEB
+5.0%
+220.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +0.7% |
| 7D | -0.9% | -0.9% | 0.0% | +0.5% |
| 30D | -18.4% | -2.5% | -15.9% | -15.2% |
| 3M | -8.8% | -3.0% | -5.8% | -4.6% |
| 6M | +17.1% | -2.1% | +19.3% | +21.2% |
| YTD | +19.0% | -1.5% | +20.5% | +22.7% |
| 1Y | +30.1% | +0.2% | +30.0% | +32.6% |
| All | +225.7% | +5.0% | +220.7% | +204.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling