+48.2%
VRTX vs VTEB
+8.2%
+40.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.5% | -0.4% |
| 7D | -7.8% | -1.2% | -6.6% | -6.4% |
| 30D | -2.8% | -2.9% | 0.0% | +0.5% |
| 3M | +18.1% | -3.2% | +21.2% | +22.6% |
| 6M | +3.1% | -2.6% | +5.7% | +6.5% |
| YTD | +13.5% | -1.8% | +15.3% | +16.3% |
| 1Y | +32.4% | +0.2% | +32.2% | +33.1% |
| All | +48.2% | +8.2% | +40.0% | +38.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling