+257.3%
VT vs VTEB
+28.5%
+228.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.5% |
| 7D | +0.4% | +1.1% | -0.8% | -0.5% |
| 30D | -2.6% | +4.5% | -7.1% | -5.8% |
| 3M | -3.2% | -0.2% | -3.1% | -3.1% |
| 6M | +0.9% | -0.2% | +1.2% | +1.1% |
| YTD | +11.3% | +0.8% | +10.5% | +10.7% |
| 1Y | +14.0% | +1.3% | +12.7% | +13.1% |
| 3Y | +75.8% | +12.2% | +63.7% | +61.6% |
| 5Y | +57.8% | +3.8% | +54.1% | +52.5% |
| 10Y | +219.8% | +23.1% | +196.7% | +248.7% |
| All | +257.3% | +28.5% | +228.8% | +337.9% |
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