+9.3%
W vs VTEB
+0.4%
+9.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.8% | -1.7% |
| 7D | -0.9% | -0.9% | +0.1% | +7.0% |
| 30D | -4.2% | -2.5% | -1.7% | +19.2% |
| 3M | +26.9% | -3.0% | +29.9% | +64.4% |
| 6M | +31.2% | -2.1% | +33.4% | +59.7% |
| YTD | -1.8% | -1.5% | -0.3% | +19.4% |
| 1Y | +9.3% | +0.2% | +9.2% | +38.5% |
| All | +9.3% | +0.4% | +9.0% | +38.5% |
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