+1.4%
SLB vs VTEB
+9.0%
-7.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | -1.9% | -0.7% | -1.2% | -1.7% |
| 30D | +7.8% | -2.1% | +9.9% | +8.2% |
| 3M | +2.7% | -2.7% | +5.3% | +3.2% |
| 6M | +22.2% | -2.1% | +24.3% | +22.6% |
| YTD | +51.1% | -1.1% | +52.2% | +51.5% |
| 1Y | +63.3% | +1.3% | +62.0% | +63.2% |
| All | +1.4% | +9.0% | -7.6% | +1.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling