+26.9%
WMT vs VTEB
+0.7%
+26.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.4% |
| 7D | +5.3% | +1.2% | +4.1% | +4.6% |
| 30D | +19.1% | +4.2% | +15.0% | +16.8% |
| 3M | +14.0% | -0.5% | +14.5% | +15.2% |
| 6M | -1.9% | -0.6% | -1.4% | -0.8% |
| YTD | +15.4% | +0.3% | +15.1% | +14.5% |
| 1Y | +26.9% | +0.8% | +26.1% | +24.9% |
| All | +26.9% | +0.7% | +26.3% | +24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling