-5.9%
SLB vs VTEB
+17.5%
-23.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.5% |
| 7D | -2.4% | -1.2% | -1.2% | -2.0% |
| 30D | +4.9% | -2.9% | +7.8% | +6.1% |
| 3M | +1.4% | -3.2% | +4.6% | +2.7% |
| 6M | +17.6% | -2.6% | +20.3% | +18.8% |
| YTD | +48.3% | -1.8% | +50.2% | +49.4% |
| 1Y | +58.7% | +0.2% | +58.5% | +58.6% |
| 3Y | +0.6% | +8.2% | -7.7% | -2.6% |
| 5Y | +133.6% | +0.8% | +132.7% | +134.5% |
| All | -5.9% | +17.5% | -23.3% | +12.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling