+62.4%
WABC vs VT
+215.5%
-153.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | -0.7% | -2.3% | +1.6% | +1.2% |
| 30D | +3.4% | -5.0% | +8.4% | +7.6% |
| 3M | +1.1% | -4.9% | +6.0% | +5.0% |
| 6M | +11.2% | -1.5% | +12.8% | +11.8% |
| YTD | +29.4% | +8.5% | +20.9% | +19.4% |
| 1Y | +31.1% | +11.4% | +19.8% | +18.3% |
| 3Y | +36.0% | +70.1% | -34.1% | -14.3% |
| 5Y | +24.5% | +53.7% | -29.2% | -15.1% |
| All | +62.4% | +215.5% | -153.1% | -45.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling