+24.9%
WBIG vs VT
+223.7%
-198.8%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | 0.0% |
| 7D | -1.8% | -0.7% | -1.1% | -1.5% |
| 30D | -0.9% | -1.7% | +0.8% | -0.2% |
| 3M | -2.3% | -2.3% | 0.0% | -1.4% |
| 6M | +8.2% | +1.5% | +6.7% | +7.4% |
| YTD | +12.3% | +12.0% | +0.2% | +6.7% |
| 1Y | +12.1% | +12.9% | -0.8% | +6.2% |
| 3Y | +27.7% | +74.9% | -47.2% | +1.1% |
| 5Y | +5.0% | +59.9% | -54.9% | -14.5% |
| 10Y | +52.9% | +224.6% | -171.7% | -4.6% |
| All | +24.9% | +223.7% | -198.8% | -20.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling