+228.6%
WAB vs VTEB
+26.0%
+202.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.0% |
| 7D | +0.2% | -0.7% | +0.9% | +0.7% |
| 30D | -4.6% | -2.1% | -2.5% | -3.2% |
| 3M | +5.6% | -2.7% | +8.3% | +7.6% |
| 6M | +13.8% | -2.1% | +15.9% | +15.5% |
| YTD | +31.9% | -1.1% | +33.0% | +33.0% |
| 1Y | +48.3% | +1.3% | +46.9% | +47.0% |
| 3Y | +167.1% | +9.0% | +158.1% | +151.3% |
| 5Y | +222.9% | +1.5% | +221.4% | +218.2% |
| 10Y | +289.9% | +18.5% | +271.4% | +331.7% |
| All | +228.6% | +26.0% | +202.6% | +318.5% |
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