+4.4%
HWM vs VTEB
+0.4%
+4.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.7% | -4.5% |
| 7D | +9.4% | +0.9% | +8.5% | +8.9% |
| 30D | -7.0% | +3.7% | -10.6% | -9.7% |
| 3M | -25.9% | -0.8% | -25.0% | -21.4% |
| 6M | -10.8% | -0.9% | -9.9% | -5.4% |
| YTD | +4.3% | -0.1% | +4.4% | +9.7% |
| 1Y | +4.4% | +0.2% | +4.1% | +9.6% |
| All | +4.4% | +0.4% | +4.0% | +9.6% |
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