+11.4%
VT vs WY
-3.1%
+14.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.2% | +0.5% |
| 7D | -2.3% | +3.1% | -5.4% | -2.6% |
| 30D | -5.0% | +13.0% | -17.9% | -5.9% |
| 3M | -4.9% | -16.8% | +11.9% | -3.0% |
| 6M | -1.5% | -11.2% | +9.6% | -0.5% |
| YTD | +8.5% | -9.1% | +17.6% | +9.0% |
| 1Y | +11.4% | -4.8% | +16.1% | +11.5% |
| All | +11.4% | -3.1% | +14.5% | +11.5% |
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