-3.9%
Z vs VTEB
+18.2%
-22.1%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.1% | +0.6% |
| 7D | -7.1% | -0.7% | -6.4% | -5.5% |
| 30D | -4.8% | -2.1% | -2.7% | +0.3% |
| 3M | -9.3% | -2.7% | -6.7% | -2.9% |
| 6M | -29.0% | -2.1% | -26.9% | -24.8% |
| YTD | -52.9% | -1.1% | -51.8% | -51.4% |
| 1Y | -63.1% | +1.3% | -64.5% | -64.1% |
| 3Y | -36.9% | +9.0% | -45.9% | -46.8% |
| 5Y | -65.5% | +1.5% | -67.0% | -66.2% |
| 10Y | -3.9% | +18.5% | -22.4% | -4.5% |
| All | -3.9% | +18.2% | -22.1% | -4.5% |
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