+218.7%
VMC vs VTEB
+26.0%
+192.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.7% | -2.9% |
| 7D | -5.3% | -0.7% | -4.6% | -4.8% |
| 30D | -12.3% | -2.1% | -10.2% | -10.8% |
| 3M | -10.3% | -2.7% | -7.6% | -8.4% |
| 6M | -8.6% | -2.1% | -6.4% | -7.0% |
| YTD | -11.9% | -1.1% | -10.8% | -10.9% |
| 1Y | -13.9% | +1.3% | -15.2% | -14.4% |
| 3Y | +18.2% | +9.0% | +9.2% | +12.1% |
| 5Y | +47.7% | +1.5% | +46.2% | +45.5% |
| 10Y | +152.5% | +18.5% | +134.0% | +193.0% |
| All | +218.7% | +26.0% | +192.8% | +342.5% |
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