-56.1%
WBTN vs VT
+47.1%
-103.3%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -0.3% |
| 7D | -1.1% | -0.1% | -0.9% | -0.9% |
| 30D | +6.8% | -0.7% | +7.4% | +7.8% |
| 3M | -8.9% | +4.0% | -12.9% | -15.2% |
| 6M | +4.3% | +12.3% | -7.9% | -15.7% |
| YTD | -22.6% | +14.0% | -36.6% | -39.2% |
| 1Y | -32.1% | +20.3% | -52.4% | -51.3% |
| All | -56.1% | +47.1% | -103.3% | -76.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling