+294.3%
VTV vs VTEB
+25.5%
+268.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.4% | +0.5% |
| 7D | -1.1% | -0.9% | -0.2% | -0.5% |
| 30D | -1.0% | -2.5% | +1.5% | +0.6% |
| 3M | +4.6% | -3.0% | +7.6% | +6.7% |
| 6M | +13.5% | -2.1% | +15.6% | +15.1% |
| YTD | +18.5% | -1.5% | +20.0% | +19.7% |
| 1Y | +22.9% | +0.2% | +22.7% | +22.8% |
| 3Y | +67.8% | +8.6% | +59.3% | +59.4% |
| 5Y | +81.8% | +1.2% | +80.6% | +79.8% |
| 10Y | +233.0% | +18.1% | +214.9% | +266.1% |
| All | +294.3% | +25.5% | +268.8% | +408.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling