+13.5%
VT vs WY
-5.0%
+18.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.3% | +3.3% | +0.2% |
| 7D | -1.6% | +6.2% | -7.8% | -2.0% |
| 30D | -2.5% | +11.5% | -14.0% | -3.4% |
| 3M | -1.3% | -17.6% | +16.3% | +0.7% |
| 6M | +3.1% | -12.6% | +15.7% | +4.3% |
| YTD | +10.9% | -10.8% | +21.7% | +11.6% |
| All | +13.5% | -5.0% | +18.5% | +13.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling