+7.0%
SHW vs VTEB
+0.4%
+6.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.4% | +6.2% | +5.2% |
| 7D | +13.3% | +0.9% | +12.4% | +10.2% |
| 30D | +14.1% | +3.7% | +10.5% | +1.9% |
| 3M | +0.8% | -0.8% | +1.6% | +11.3% |
| 6M | +17.6% | -0.9% | +18.6% | +31.1% |
| YTD | +13.0% | -0.1% | +13.1% | +23.7% |
| 1Y | +7.0% | +0.2% | +6.7% | +16.2% |
| All | +7.0% | +0.4% | +6.6% | +16.2% |
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