+788.5%
XLK vs VTEB
+17.9%
+770.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +1.0% | +1.0% |
| 7D | +0.2% | -0.9% | +1.1% | +1.0% |
| 30D | -0.6% | -2.5% | +1.9% | +1.6% |
| 3M | +2.6% | -3.0% | +5.5% | +5.3% |
| 6M | +34.0% | -2.1% | +36.1% | +36.7% |
| YTD | +30.7% | -1.5% | +32.2% | +32.6% |
| 1Y | +39.2% | +0.2% | +39.0% | +39.3% |
| 3Y | +120.4% | +8.6% | +111.9% | +104.9% |
| 5Y | +148.8% | +1.2% | +147.6% | +144.2% |
| All | +788.5% | +17.9% | +770.6% | +783.8% |
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