-44.1%
VG vs WY
-27.4%
-16.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.9% | +5.7% | +4.7% |
| 7D | +15.1% | -5.4% | +20.5% | +14.9% |
| 30D | -4.2% | +7.9% | -12.0% | -4.6% |
| 3M | -3.1% | -16.6% | +13.5% | -1.6% |
| 6M | +0.3% | -11.2% | +11.5% | -0.1% |
| YTD | +95.5% | -11.3% | +106.8% | +88.0% |
| 1Y | +64.4% | -5.5% | +70.0% | +50.2% |
| All | -44.1% | -27.4% | -16.7% | -31.9% |
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