+5.3%
VTEI vs VT
+61.7%
-56.5%
-3.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | -0.3% | +1.0% | -1.3% | -0.3% |
| 30D | -1.4% | -0.2% | -1.2% | -1.4% |
| 3M | -1.9% | +4.5% | -6.5% | -2.1% |
| 6M | -2.0% | +14.1% | -16.1% | -2.5% |
| YTD | -0.9% | +14.8% | -15.6% | -1.4% |
| 1Y | +1.2% | +21.2% | -20.0% | +0.6% |
| All | +5.3% | +61.7% | -56.5% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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