+25.6%
SW vs VTEB
-0.1%
+25.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | +0.3% |
| 7D | -2.9% | -1.2% | -1.7% | +1.8% |
| 30D | +5.0% | +2.5% | +2.6% | -5.4% |
| 3M | -13.7% | -1.7% | -12.0% | +2.0% |
| 6M | +8.0% | -1.2% | +9.2% | +25.0% |
| YTD | +14.0% | -0.5% | +14.4% | +27.5% |
| 1Y | +25.6% | -0.1% | +25.7% | +37.4% |
| All | +25.6% | -0.1% | +25.8% | +37.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling