+24.4%
WABC vs VT
+53.2%
-28.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | +0.1% |
| 7D | -1.9% | -4.2% | +2.3% | +0.8% |
| 30D | +2.6% | -5.8% | +8.4% | +6.4% |
| 3M | +0.2% | -5.2% | +5.5% | +3.5% |
| 6M | +10.9% | +0.1% | +10.8% | +10.1% |
| YTD | +29.3% | +8.2% | +21.0% | +21.3% |
| 1Y | +29.9% | +10.1% | +19.8% | +20.4% |
| 3Y | +34.8% | +69.7% | -34.9% | -5.7% |
| 5Y | +24.4% | +53.4% | -29.0% | -7.5% |
| All | +24.4% | +53.2% | -28.8% | -7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling