-56.7%
WBTN vs VT
+48.8%
-105.5%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -2.6% | +0.4% | -3.1% | -3.4% |
| 30D | +7.3% | +1.0% | +6.3% | +5.4% |
| 3M | -14.5% | +2.4% | -16.9% | -18.2% |
| 6M | -4.5% | +12.0% | -16.6% | -22.2% |
| YTD | -23.5% | +15.3% | -38.8% | -41.1% |
| 1Y | -31.5% | +22.6% | -54.1% | -52.5% |
| All | -56.7% | +48.8% | -105.5% | -76.9% |
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