+69.7%
VT vs WWD
+137.0%
-67.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.0% | +1.9% | -2.7% |
| 7D | -4.2% | -2.6% | -1.6% | -3.7% |
| 30D | -5.8% | -7.7% | +1.9% | -4.2% |
| 3M | -5.2% | -17.7% | +12.5% | -1.3% |
| 6M | +0.1% | -15.9% | +16.0% | +3.2% |
| YTD | +8.2% | +1.8% | +6.5% | +6.1% |
| 1Y | +10.1% | +17.4% | -7.3% | +3.7% |
| All | +69.7% | +137.0% | -67.3% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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