-79.1%
WB vs VT
+53.2%
-132.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +4.4% |
| 7D | +2.5% | -4.2% | +6.7% | +7.7% |
| 30D | -0.5% | -5.8% | +5.3% | +6.7% |
| 3M | -18.7% | -5.2% | -13.5% | -13.6% |
| 6M | -22.9% | +0.1% | -23.0% | -24.0% |
| YTD | -32.3% | +8.2% | -40.6% | -39.6% |
| 1Y | -34.8% | +10.1% | -44.9% | -43.1% |
| 3Y | -30.0% | +69.7% | -99.6% | -65.5% |
| 5Y | -79.1% | +53.4% | -132.5% | -88.8% |
| All | -79.1% | +53.2% | -132.3% | -88.8% |
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 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