-88.2%
WATT vs VT
+74.1%
-162.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +2.6% | +12.7% | +12.5% |
| 7D | +0.9% | +0.4% | +0.6% | +1.2% |
| 30D | -23.3% | -2.6% | -20.7% | -20.5% |
| 3M | -53.0% | -3.2% | -49.8% | -50.9% |
| 6M | -68.5% | +0.9% | -69.5% | -68.0% |
| YTD | +117.8% | +11.3% | +106.5% | +111.0% |
| 1Y | +20.5% | +14.0% | +6.5% | +15.8% |
| 3Y | -88.2% | +75.8% | -164.1% | -88.5% |
| All | -88.2% | +74.1% | -162.3% | -88.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling