+82.7%
VTRS vs VTEB
+0.7%
+82.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.7% |
| 7D | -1.2% | +1.2% | -2.4% | -2.5% |
| 30D | +8.2% | +4.2% | +4.0% | +3.4% |
| 3M | +8.3% | -0.5% | +8.8% | +14.2% |
| 6M | +24.1% | -0.6% | +24.6% | +30.9% |
| YTD | +56.0% | +0.3% | +55.7% | +57.2% |
| 1Y | +82.7% | +0.8% | +81.9% | +78.6% |
| All | +82.7% | +0.7% | +82.0% | +78.6% |
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