-34.8%
WB vs VT
+10.7%
-45.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +2.4% |
| 7D | +2.5% | -4.2% | +6.7% | +5.6% |
| 30D | -0.5% | -5.8% | +5.3% | +3.8% |
| 3M | -18.7% | -5.2% | -13.5% | -15.7% |
| 6M | -22.9% | +0.1% | -23.0% | -24.0% |
| YTD | -32.3% | +8.2% | -40.6% | -37.8% |
| 1Y | -34.8% | +10.1% | -44.9% | -41.3% |
| All | -34.8% | +10.7% | -45.4% | -41.3% |
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