-51.4%
VG vs WY
-25.6%
-25.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.1% | 0.0% |
| 7D | -22.0% | +3.1% | -25.1% | -22.0% |
| 30D | -11.6% | +13.0% | -24.6% | -12.1% |
| 3M | -14.9% | -16.8% | +1.9% | -13.2% |
| 6M | -3.5% | -11.2% | +7.6% | -3.0% |
| YTD | +70.0% | -9.1% | +79.1% | +63.6% |
| 1Y | +50.0% | -4.8% | +54.7% | +38.8% |
| All | -51.4% | -25.6% | -25.8% | -40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling