-66.5%
WBX vs VT
+66.2%
-132.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.5% | +7.5% |
| 7D | +9.2% | +0.4% | +8.8% | +8.3% |
| 30D | -1.2% | +1.0% | -2.2% | -3.3% |
| 3M | +11.8% | +2.4% | +9.4% | +7.1% |
| 6M | +11.0% | +12.0% | -1.0% | -12.3% |
| YTD | +41.9% | +15.3% | +26.5% | +5.1% |
| 1Y | -13.5% | +22.6% | -36.1% | -43.7% |
| 3Y | +7.4% | +74.7% | -67.2% | -57.4% |
| All | -66.5% | +66.2% | -132.7% | -86.2% |
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