+938.9%
VTI vs WAT
+1,022.6%
-83.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +2.5% | +0.6% | +2.0% | +2.3% |
| 30D | -1.5% | +5.4% | -6.9% | -3.2% |
| 3M | -3.2% | +11.3% | -14.5% | -6.6% |
| 6M | +2.3% | +37.4% | -35.1% | -8.0% |
| YTD | +11.6% | +21.2% | -9.5% | +3.1% |
| 1Y | +13.8% | +21.3% | -7.6% | +5.0% |
| 3Y | +77.4% | +83.4% | -6.0% | +37.6% |
| 5Y | +64.6% | +29.0% | +35.6% | +40.9% |
| 10Y | +290.6% | +223.9% | +66.7% | +141.3% |
| All | +938.9% | +1,022.6% | -83.7% | +289.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 all: compounded portfolio wealth divided by compounded WAT 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…
all analysis · Full analysis span regression · 6 months rolling