+25.8%
VTEB vs TAP
-24.8%
+50.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.5% |
| 7D | -0.7% | -5.1% | +4.4% | -0.6% |
| 30D | -2.1% | -8.4% | +6.4% | -1.9% |
| 3M | -2.7% | -3.9% | +1.3% | -2.6% |
| 6M | -2.1% | -14.4% | +12.3% | -1.8% |
| YTD | -1.1% | -14.7% | +13.6% | -0.8% |
| 1Y | +1.3% | -18.7% | +20.0% | +1.7% |
| 3Y | +9.0% | -32.6% | +41.6% | +9.8% |
| 5Y | +1.5% | -1.4% | +2.9% | +1.2% |
| 10Y | +18.5% | -50.4% | +68.9% | +17.5% |
| All | +25.8% | -24.8% | +50.6% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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