+12.0%
SHW vs VTEB
+1.2%
+10.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.5% | +1.1% |
| 7D | -3.1% | -0.9% | -2.2% | -1.1% |
| 30D | -10.0% | -2.5% | -7.5% | -4.9% |
| 3M | +2.3% | -3.0% | +5.2% | +9.4% |
| 6M | +0.7% | -2.1% | +2.8% | +6.0% |
| YTD | +0.5% | -1.5% | +2.0% | +4.6% |
| 1Y | -11.5% | +0.2% | -11.6% | -10.8% |
| 3Y | +21.3% | +8.6% | +12.8% | +4.4% |
| All | +12.0% | +1.2% | +10.8% | +13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling