+25.3%
VZ vs VTEB
+1.5%
+23.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.0% |
| 7D | -1.0% | -0.7% | -0.3% | -0.5% |
| 30D | +5.8% | -2.1% | +7.8% | +7.1% |
| 3M | +10.5% | -2.7% | +13.2% | +12.2% |
| 6M | +1.8% | -2.1% | +3.9% | +3.0% |
| YTD | +28.3% | -1.1% | +29.4% | +29.0% |
| 1Y | +22.0% | +1.3% | +20.6% | +20.7% |
| 3Y | +81.8% | +9.0% | +72.8% | +70.9% |
| 5Y | +25.3% | +1.5% | +23.8% | +14.2% |
| All | +25.3% | +1.5% | +23.8% | +14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling