-64.0%
Z vs VTEB
+2.3%
-66.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | 0.0% | -6.4% | -6.4% |
| 7D | -3.3% | -0.2% | -3.0% | -2.4% |
| 30D | -3.7% | -1.6% | -2.1% | +2.9% |
| 3M | -7.0% | -2.0% | -5.0% | +0.3% |
| 6M | -29.5% | -1.7% | -27.8% | -24.5% |
| YTD | -52.6% | -0.6% | -52.0% | -50.4% |
| 1Y | -64.0% | +1.8% | -65.8% | -65.7% |
| All | -64.0% | +2.3% | -66.3% | -65.7% |
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