+13.8%
VRT vs VTEB
+0.4%
+13.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +0.4% | -13.3% | -13.0% |
| 7D | -15.4% | +0.9% | -16.3% | -15.9% |
| 30D | -19.0% | +3.7% | -22.6% | -22.3% |
| 3M | -23.8% | -0.8% | -23.0% | -18.4% |
| 6M | -37.9% | -0.9% | -37.0% | -33.3% |
| YTD | +27.0% | -0.1% | +27.1% | +37.1% |
| 1Y | +13.8% | +0.2% | +13.5% | +23.9% |
| All | +13.8% | +0.4% | +13.4% | +23.9% |
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