+977.6%
VRT vs VTEB
+1.2%
+976.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.4% | +3.2% | +3.4% |
| 7D | -8.4% | -0.9% | -7.4% | -7.7% |
| 30D | -10.9% | -2.5% | -8.3% | -9.4% |
| 3M | -13.7% | -3.0% | -10.7% | -12.1% |
| 6M | -4.1% | -2.1% | -2.0% | -2.7% |
| YTD | +58.7% | -1.5% | +60.2% | +60.5% |
| 1Y | +89.6% | +0.2% | +89.5% | +90.3% |
| 3Y | +558.1% | +8.6% | +549.6% | +507.5% |
| All | +977.6% | +1.2% | +976.3% | +1,001.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling