+253.9%
XLI vs VTEB
+17.9%
+236.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +0.8% |
| 7D | -1.7% | -0.9% | -0.7% | -0.9% |
| 30D | -7.3% | -2.5% | -4.8% | -5.3% |
| 3M | -1.3% | -3.0% | +1.6% | +1.1% |
| 6M | +2.2% | -2.1% | +4.4% | +4.1% |
| YTD | +11.7% | -1.5% | +13.2% | +13.2% |
| 1Y | +14.3% | +0.2% | +14.1% | +14.3% |
| 3Y | +70.3% | +8.6% | +61.8% | +59.4% |
| 5Y | +82.3% | +1.2% | +81.1% | +80.2% |
| All | +253.9% | +17.9% | +236.0% | +285.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling