+639.4%
XME vs VTEB
+25.1%
+614.3%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.7% | -3.0% | -3.2% |
| 7D | -3.0% | -1.2% | -1.8% | -2.1% |
| 30D | -2.6% | -2.9% | +0.3% | -0.5% |
| 3M | +2.2% | -3.2% | +5.3% | +4.6% |
| 6M | +0.7% | -2.6% | +3.3% | +2.8% |
| YTD | +10.9% | -1.8% | +12.7% | +12.6% |
| 1Y | +35.7% | +0.2% | +35.5% | +35.9% |
| 3Y | +127.1% | +8.2% | +118.9% | +114.9% |
| 5Y | +168.5% | +0.8% | +167.6% | +165.1% |
| 10Y | +416.9% | +17.7% | +399.3% | +487.5% |
| All | +639.4% | +25.1% | +614.3% | +907.3% |
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