+303.5%
WM vs VTEB
+17.5%
+286.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.3% |
| 7D | -3.1% | -1.2% | -1.9% | -2.4% |
| 30D | -5.3% | -2.9% | -2.5% | -3.7% |
| 3M | -4.2% | -3.2% | -1.1% | -2.4% |
| 6M | -8.1% | -2.6% | -5.4% | -6.6% |
| YTD | -1.4% | -1.8% | +0.4% | -0.4% |
| 1Y | +0.2% | +0.2% | 0.0% | 0.0% |
| 3Y | +43.1% | +8.2% | +34.9% | +35.9% |
| 5Y | +49.8% | +0.8% | +49.0% | +48.8% |
| All | +303.5% | +17.5% | +286.0% | +323.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling