+62.1%
WM vs VTEB
+2.8%
+59.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +2.0% |
| 7D | +1.2% | -0.7% | +1.9% | +1.5% |
| 30D | +15.2% | +2.7% | +12.5% | +13.8% |
| 3M | +8.3% | -1.2% | +9.5% | +8.9% |
| 6M | +13.1% | -1.0% | +14.1% | +13.6% |
| YTD | +12.5% | -0.2% | +12.7% | +12.5% |
| 1Y | +21.8% | +0.1% | +21.7% | +21.6% |
| 3Y | +48.8% | +10.8% | +38.0% | +40.3% |
| 5Y | +62.1% | +2.9% | +59.2% | +53.9% |
| All | +62.1% | +2.8% | +59.3% | +53.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling