-55.5%
WBTN vs VT
+48.1%
-103.6%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +3.4% |
| 7D | -0.9% | +1.0% | -1.9% | -2.6% |
| 30D | +14.6% | -0.2% | +14.8% | +14.7% |
| 3M | -12.3% | +4.5% | -16.9% | -19.1% |
| 6M | +5.4% | +14.1% | -8.7% | -17.2% |
| YTD | -21.5% | +14.8% | -36.2% | -39.1% |
| 1Y | -30.0% | +21.2% | -51.2% | -50.4% |
| All | -55.5% | +48.1% | -103.6% | -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 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