+24.9%
HWM vs VTEB
+0.4%
+24.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.4% | +0.1% |
| 7D | -11.4% | -0.9% | -10.5% | -9.9% |
| 30D | -18.5% | -2.5% | -16.0% | -14.2% |
| 3M | -13.2% | -3.0% | -10.2% | -7.2% |
| 6M | -8.7% | -2.1% | -6.5% | -4.9% |
| YTD | +12.2% | -1.5% | +13.6% | +17.3% |
| 1Y | +24.9% | +0.2% | +24.7% | +28.5% |
| All | +24.9% | +0.4% | +24.5% | +28.5% |
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 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