+904.0%
WDC vs VTEB
+26.0%
+878.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.6% | +1.7% |
| 7D | +7.5% | -0.7% | +8.2% | +8.4% |
| 30D | +10.1% | -2.1% | +12.1% | +12.9% |
| 3M | -6.8% | -2.7% | -4.2% | -3.7% |
| 6M | +84.1% | -2.1% | +86.3% | +89.3% |
| YTD | +180.3% | -1.1% | +181.4% | +185.0% |
| 1Y | +411.1% | +1.3% | +409.8% | +405.3% |
| 3Y | +1,375.0% | +9.0% | +1,366.0% | +1,234.0% |
| 5Y | +991.6% | +1.5% | +990.1% | +970.0% |
| 10Y | +1,309.1% | +18.5% | +1,290.6% | +1,363.0% |
| All | +904.0% | +26.0% | +878.0% | +1,229.3% |
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