-99.0%
VWAV vs VT
+15.2%
-114.2%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.1% | +1.7% | -15.8% | -16.9% |
| 7D | -26.6% | -0.3% | -26.3% | -26.3% |
| 30D | -56.0% | -1.4% | -54.5% | -54.9% |
| 3M | -93.6% | -1.4% | -92.2% | -93.3% |
| 6M | -98.3% | +5.5% | -103.8% | -98.4% |
| YTD | -99.0% | +12.8% | -111.8% | -99.1% |
| 1Y | -99.0% | +15.4% | -114.4% | -99.2% |
| All | -99.0% | +15.2% | -114.2% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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