+8.6%
VTEB vs BAH
-27.9%
+36.4%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | -0.9% | +4.3% | -5.2% | -1.0% |
| 30D | -2.5% | -2.5% | -0.1% | -2.5% |
| 3M | -3.0% | -0.9% | -2.0% | -3.0% |
| 6M | -2.1% | +1.5% | -3.6% | -2.2% |
| YTD | -1.5% | -8.0% | +6.5% | -1.5% |
| 1Y | +0.2% | -24.7% | +24.9% | +0.4% |
| 3Y | +8.6% | -28.4% | +37.0% | +8.4% |
| All | +8.6% | -27.9% | +36.4% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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