+177.1%
SW vs VTEB
+23.2%
+153.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.5% |
| 7D | -2.9% | -1.2% | -1.7% | -1.5% |
| 30D | +5.0% | +2.5% | +2.6% | +2.1% |
| 3M | -13.7% | -1.7% | -12.0% | -11.9% |
| 6M | +8.0% | -1.2% | +9.2% | +9.9% |
| YTD | +14.0% | -0.5% | +14.4% | +15.2% |
| 1Y | +25.6% | -0.1% | +25.7% | +26.5% |
| 3Y | +40.1% | +10.5% | +29.7% | +27.7% |
| 5Y | -2.6% | +2.6% | -5.2% | -4.6% |
| All | +177.1% | +23.2% | +153.9% | +205.9% |
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