-33.0%
Z vs VTEB
+9.4%
-42.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.2% | -2.3% |
| 7D | -3.0% | -0.8% | -2.2% | +0.1% |
| 30D | -4.2% | -1.3% | -2.8% | +1.3% |
| 3M | -3.7% | -2.1% | -1.6% | +5.3% |
| 6M | -24.5% | -1.7% | -22.8% | -18.7% |
| YTD | -49.3% | -0.6% | -48.7% | -47.8% |
| 1Y | -58.7% | +3.1% | -61.7% | -63.1% |
| All | -33.0% | +9.4% | -42.4% | -51.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling