+25.8%
VTEB vs DAR
+429.5%
-403.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.5% |
| 7D | -0.7% | -0.2% | -0.5% | -0.7% |
| 30D | -2.1% | +7.4% | -9.5% | -2.2% |
| 3M | -2.7% | +15.7% | -18.3% | -3.0% |
| 6M | -2.1% | +30.0% | -32.1% | -2.7% |
| YTD | -1.1% | +87.5% | -88.6% | -2.6% |
| 1Y | +1.3% | +113.4% | -112.0% | -0.5% |
| 3Y | +9.0% | +15.3% | -6.3% | +8.3% |
| 5Y | +1.5% | -4.3% | +5.8% | +0.8% |
| 10Y | +18.5% | +380.2% | -361.6% | +10.8% |
| All | +25.8% | +429.5% | -403.7% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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