+25.4%
VTEB vs MDY
+205.6%
-180.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | +0.3% |
| 7D | -0.9% | -1.9% | +0.9% | -0.8% |
| 30D | -2.5% | -4.6% | +2.1% | -2.3% |
| 3M | -3.0% | -1.2% | -1.7% | -2.9% |
| 6M | -2.1% | +9.2% | -11.3% | -2.6% |
| YTD | -1.5% | +13.1% | -14.5% | -2.1% |
| 1Y | +0.2% | +13.0% | -12.8% | -0.5% |
| 3Y | +8.6% | +49.2% | -40.7% | +6.1% |
| 5Y | +1.2% | +47.2% | -46.0% | -1.3% |
| 10Y | +18.1% | +176.0% | -157.9% | +11.4% |
| All | +25.4% | +205.6% | -180.3% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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