+45.1%
WM vs VTEB
+9.6%
+35.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | -0.9% | -0.2% | -0.7% | -0.8% |
| 30D | -4.3% | -1.6% | -2.7% | -3.9% |
| 3M | +0.8% | -2.0% | +2.7% | +1.4% |
| 6M | -10.8% | -1.7% | -9.1% | -10.3% |
| YTD | -0.1% | -0.6% | +0.5% | 0.0% |
| 1Y | +1.0% | +1.8% | -0.8% | +0.3% |
| 3Y | +45.1% | +9.6% | +35.5% | +41.8% |
| All | +45.1% | +9.6% | +35.5% | +41.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling