+184.4%
SW vs VTEB
+22.3%
+162.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.9% |
| 7D | +2.2% | +0.7% | +1.5% | +1.3% |
| 30D | +7.4% | +4.0% | +3.4% | +2.6% |
| 3M | -5.9% | -0.5% | -5.4% | -5.3% |
| 6M | +9.0% | -0.6% | +9.6% | +10.1% |
| YTD | +18.1% | +0.4% | +17.7% | +18.1% |
| 1Y | +28.7% | +0.8% | +27.9% | +28.2% |
| 3Y | +48.8% | +11.5% | +37.3% | +34.2% |
| 5Y | +2.5% | +3.4% | -1.0% | -0.6% |
| 10Y | +184.4% | +23.5% | +160.9% | +203.1% |
| All | +184.4% | +22.3% | +162.1% | +203.1% |
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