+35.0%
WAT vs VTEB
+0.4%
+34.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +0.7% |
| 7D | -0.3% | -0.9% | +0.7% | +2.3% |
| 30D | -1.9% | -2.5% | +0.6% | +5.4% |
| 3M | +13.5% | -3.0% | +16.5% | +23.9% |
| 6M | +37.2% | -2.1% | +39.4% | +46.7% |
| YTD | +7.5% | -1.5% | +9.0% | +10.0% |
| 1Y | +35.0% | +0.2% | +34.8% | +23.2% |
| All | +35.0% | +0.4% | +34.6% | +23.2% |
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