+57.5%
VT vs WY
-31.4%
+88.9%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.8% |
| 7D | +2.4% | -0.8% | +3.2% | +2.6% |
| 30D | -1.5% | +10.1% | -11.6% | -4.9% |
| 3M | -4.1% | -15.4% | +11.3% | +1.1% |
| 6M | +0.6% | -8.3% | +8.9% | +2.5% |
| YTD | +11.0% | -9.8% | +20.9% | +13.1% |
| 1Y | +13.3% | -3.9% | +17.2% | +12.5% |
| 3Y | +73.4% | -23.3% | +96.7% | +83.1% |
| All | +57.5% | -31.4% | +88.9% | +75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling