-31.5%
XYL vs VTEB
+0.4%
-31.9%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.4% | +4.5% | +4.0% |
| 7D | +14.5% | +0.9% | +13.6% | +12.3% |
| 30D | -1.3% | +3.7% | -5.0% | -8.8% |
| 3M | -17.0% | -0.8% | -16.1% | -13.3% |
| 6M | -11.3% | -0.9% | -10.4% | -7.2% |
| YTD | -25.0% | -0.1% | -24.9% | -22.9% |
| 1Y | -31.5% | +0.2% | -31.8% | -30.2% |
| All | -31.5% | +0.4% | -31.9% | -30.2% |
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 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