+913.3%
VLO vs VTEB
+26.6%
+886.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | +5.8% | -0.2% | +6.0% | +5.9% |
| 30D | +28.3% | -1.6% | +29.9% | +29.7% |
| 3M | +48.7% | -2.0% | +50.7% | +50.7% |
| 6M | +71.9% | -1.7% | +73.6% | +73.6% |
| YTD | +138.7% | -0.6% | +139.3% | +139.0% |
| 1Y | +148.5% | +1.8% | +146.6% | +144.2% |
| 3Y | +192.7% | +9.6% | +183.1% | +168.6% |
| 5Y | +601.6% | +2.1% | +599.6% | +593.4% |
| 10Y | +900.2% | +18.9% | +881.2% | +1,074.2% |
| All | +913.3% | +26.6% | +886.7% | +1,343.3% |
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