+1,216.9%
VST vs VTEB
+19.5%
+1,197.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +8.9% | -0.8% | +9.7% | +9.4% |
| 30D | +6.2% | -1.3% | +7.5% | +7.1% |
| 3M | -2.7% | -2.1% | -0.6% | -1.4% |
| 6M | -8.4% | -1.7% | -6.7% | -7.3% |
| YTD | -7.2% | -0.6% | -6.6% | -6.7% |
| 1Y | -20.9% | +3.1% | -24.0% | -22.1% |
| 3Y | +384.0% | +9.2% | +374.8% | +357.4% |
| 5Y | +757.1% | +2.2% | +754.9% | +737.9% |
| All | +1,216.9% | +19.5% | +1,197.3% | +1,243.3% |
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