+50.0%
VG vs WY
-3.1%
+53.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.1% | -2.1% |
| 7D | -22.0% | +3.1% | -25.1% | -19.5% |
| 30D | -11.6% | +13.0% | -24.6% | -2.7% |
| 3M | -14.9% | -16.8% | +1.9% | -25.1% |
| 6M | -3.5% | -11.2% | +7.6% | -8.9% |
| YTD | +70.0% | -9.1% | +79.1% | +62.3% |
| 1Y | +50.0% | -4.8% | +54.7% | +52.0% |
| All | +50.0% | -3.1% | +53.1% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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