+270.9%
WMB vs VTEB
+0.8%
+270.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.9% |
| 7D | -1.7% | -1.2% | -0.4% | -1.3% |
| 30D | +0.7% | -2.9% | +3.6% | +1.5% |
| 3M | +1.5% | -3.2% | +4.7% | +2.4% |
| 6M | +0.1% | -2.6% | +2.7% | +0.8% |
| YTD | +22.9% | -1.8% | +24.8% | +23.4% |
| 1Y | +27.9% | +0.2% | +27.6% | +27.2% |
| 3Y | +139.1% | +8.2% | +130.9% | +126.0% |
| 5Y | +270.9% | +0.8% | +270.1% | +188.7% |
| All | +270.9% | +0.8% | +270.2% | +188.7% |
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 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