+73.1%
VSH vs VTEB
+1.2%
+71.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.4% | +5.8% | +5.6% |
| 7D | +4.8% | -0.9% | +5.7% | +6.3% |
| 30D | -0.7% | -2.5% | +1.8% | +3.4% |
| 3M | -43.1% | -3.0% | -40.1% | -40.2% |
| 6M | +91.8% | -2.1% | +93.9% | +99.3% |
| YTD | +131.6% | -1.5% | +133.1% | +138.7% |
| 1Y | +118.1% | +0.2% | +117.9% | +120.0% |
| 3Y | +40.9% | +8.6% | +32.3% | +28.4% |
| All | +73.1% | +1.2% | +71.9% | +32.8% |
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