+89.6%
VRT vs WBD
+122.7%
-33.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.2% | +3.7% |
| 7D | -8.4% | -0.7% | -7.6% | -8.2% |
| 30D | -10.9% | +1.4% | -12.3% | -11.2% |
| 3M | -13.7% | +4.4% | -18.1% | -14.6% |
| 6M | -4.1% | +0.8% | -5.0% | -4.6% |
| YTD | +58.7% | -2.7% | +61.4% | +58.6% |
| 1Y | +89.6% | +73.4% | +16.2% | +80.6% |
| All | +89.6% | +122.7% | -33.1% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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