+8.6%
VTEB vs NWSA
+43.3%
-34.7%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.1% | +0.3% |
| 7D | -0.9% | -2.8% | +1.9% | -0.9% |
| 30D | -2.5% | +3.0% | -5.5% | -2.6% |
| 3M | -3.0% | +12.3% | -15.3% | -3.2% |
| 6M | -2.1% | +21.9% | -24.0% | -2.6% |
| YTD | -1.5% | +13.6% | -15.1% | -1.8% |
| 1Y | +0.2% | +0.5% | -0.3% | +0.1% |
| 3Y | +8.6% | +43.8% | -35.2% | +6.5% |
| All | +8.6% | +43.3% | -34.7% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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