+15.0%
WATT vs VT
+15.2%
-0.2%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.7% | -6.6% | -9.1% |
| 7D | -25.3% | -0.3% | -25.0% | -24.6% |
| 30D | -36.5% | -1.4% | -35.0% | -33.8% |
| 3M | -54.4% | -1.4% | -53.0% | -52.5% |
| 6M | -71.2% | +5.5% | -76.6% | -73.4% |
| YTD | +104.0% | +12.8% | +91.2% | +66.6% |
| 1Y | +15.0% | +15.4% | -0.5% | -11.8% |
| All | +15.0% | +15.2% | -0.2% | -11.8% |
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