+8.5%
SLB vs VTEB
+26.7%
-18.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.2% |
| 7D | +0.8% | -0.8% | +1.6% | +1.1% |
| 30D | +15.8% | -1.3% | +17.2% | +16.3% |
| 3M | -0.3% | -2.1% | +1.8% | +0.3% |
| 6M | +21.3% | -1.7% | +23.0% | +21.9% |
| YTD | +52.3% | -0.6% | +52.9% | +52.6% |
| 1Y | +63.6% | +3.1% | +60.5% | +62.2% |
| 3Y | +3.8% | +9.2% | -5.5% | +1.0% |
| 5Y | +128.6% | +2.2% | +126.5% | +128.6% |
| 10Y | -3.1% | +18.8% | -21.8% | +17.2% |
| All | +8.5% | +26.7% | -18.1% | +56.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling