-31.1%
WB vs VT
+69.4%
-100.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +3.8% |
| 7D | +2.5% | -4.2% | +6.7% | +7.1% |
| 30D | -0.5% | -5.8% | +5.3% | +5.8% |
| 3M | -18.7% | -5.2% | -13.5% | -14.2% |
| 6M | -22.9% | +0.1% | -23.0% | -23.9% |
| YTD | -32.3% | +8.2% | -40.6% | -39.1% |
| 1Y | -34.8% | +10.1% | -44.9% | -42.5% |
| All | -31.1% | +69.4% | -100.5% | -71.9% |
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