+597.9%
XYZ vs VTEB
+17.5%
+580.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | +1.1% |
| 7D | -5.2% | -1.2% | -3.9% | -2.6% |
| 30D | 0.0% | -2.9% | +2.9% | +6.5% |
| 3M | +18.7% | -3.2% | +21.8% | +27.4% |
| 6M | +20.5% | -2.6% | +23.2% | +28.2% |
| YTD | +21.5% | -1.8% | +23.3% | +27.1% |
| 1Y | +7.2% | +0.2% | +7.0% | +7.4% |
| 3Y | +49.0% | +8.2% | +40.7% | +26.4% |
| 5Y | -68.1% | +0.8% | -68.9% | -68.8% |
| All | +597.9% | +17.5% | +580.4% | +597.9% |
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