+2,826.7%
VRT vs VTEB
+18.2%
+2,808.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +13.6% | -0.2% | +13.8% | +13.9% |
| 30D | +6.8% | -1.6% | +8.4% | +8.8% |
| 3M | -3.2% | -2.0% | -1.2% | -0.9% |
| 6M | +20.3% | -1.7% | +22.0% | +22.9% |
| YTD | +79.6% | -0.6% | +80.2% | +81.0% |
| 1Y | +139.0% | +1.8% | +137.2% | +134.3% |
| 3Y | +644.6% | +9.6% | +635.0% | +555.9% |
| 5Y | +1,024.4% | +2.1% | +1,022.3% | +997.1% |
| All | +2,826.7% | +18.2% | +2,808.5% | +3,084.7% |
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