+35.3%
WAT vs VT
+57.5%
-22.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | +0.2% |
| 7D | +3.4% | -0.1% | +3.5% | +3.5% |
| 30D | +9.6% | -3.1% | +12.7% | +13.2% |
| 3M | +15.5% | -3.5% | +19.0% | +19.9% |
| 6M | +33.9% | +0.5% | +33.4% | +32.9% |
| YTD | +25.2% | +10.8% | +14.4% | +12.0% |
| 1Y | +26.3% | +11.9% | +14.4% | +11.8% |
| 3Y | +85.8% | +73.0% | +12.8% | +4.3% |
| 5Y | +35.3% | +58.6% | -23.3% | -17.4% |
| All | +35.3% | +57.5% | -22.3% | -17.4% |
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 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