+259.6%
VT vs VTEB
+28.2%
+231.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | -0.7% | +0.5% | -1.2% | -1.1% |
| 30D | -1.7% | +4.1% | -5.9% | -4.7% |
| 3M | -2.3% | -0.4% | -1.9% | -2.0% |
| 6M | +1.5% | -0.4% | +1.9% | +1.8% |
| YTD | +12.0% | +0.6% | +11.4% | +11.6% |
| 1Y | +12.9% | +0.8% | +12.1% | +12.4% |
| 3Y | +74.9% | +11.7% | +63.3% | +61.3% |
| 5Y | +59.9% | +3.8% | +56.2% | +54.5% |
| 10Y | +224.6% | +23.7% | +200.9% | +259.8% |
| All | +259.6% | +28.2% | +231.4% | +341.5% |
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