+144.9%
WBIY vs VT
+220.1%
-75.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.1% |
| 7D | -1.4% | +1.0% | -2.4% | -2.4% |
| 30D | -0.1% | -0.2% | +0.1% | +0.1% |
| 3M | +9.9% | +4.5% | +5.4% | +4.8% |
| 6M | +12.2% | +14.1% | -1.9% | -2.5% |
| YTD | +21.2% | +14.8% | +6.4% | +4.4% |
| 1Y | +25.5% | +21.2% | +4.4% | +2.2% |
| 3Y | +65.2% | +76.6% | -11.4% | -9.9% |
| 5Y | +74.4% | +66.6% | +7.8% | +0.5% |
| All | +144.9% | +220.1% | -75.2% | -29.7% |
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