+21.7%
VTR vs VTEB
+0.7%
+21.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | +6.4% | +1.2% | +5.1% | +5.9% |
| 30D | +8.8% | +4.2% | +4.6% | +7.7% |
| 3M | -3.2% | -0.5% | -2.7% | -2.7% |
| 6M | +3.8% | -0.6% | +4.4% | +4.1% |
| YTD | +17.2% | +0.3% | +16.9% | +18.7% |
| 1Y | +21.7% | +0.8% | +20.9% | +24.0% |
| All | +21.7% | +0.7% | +21.0% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1y: compounded portfolio wealth divided by compounded VTEB 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…
1y analysis · Full analysis span regression · 6 months rolling