+75.8%
VT vs WWD
+166.3%
-90.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.3% |
| 7D | +0.4% | +1.3% | -0.8% | +0.2% |
| 30D | +1.0% | -7.2% | +8.1% | +2.6% |
| 3M | +2.4% | -3.8% | +6.2% | +2.7% |
| 6M | +12.0% | -9.9% | +21.9% | +13.7% |
| YTD | +15.3% | +14.8% | +0.5% | +10.0% |
| 1Y | +22.6% | +42.1% | -19.5% | +10.0% |
| All | +75.8% | +166.3% | -90.5% | +29.6% |
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