-86.0%
WBX vs VT
+57.5%
-143.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -0.5% | -7.8% | -7.3% |
| 7D | -6.8% | -0.1% | -6.7% | -7.2% |
| 30D | -11.6% | -3.1% | -8.5% | -6.4% |
| 3M | -25.8% | -3.5% | -22.3% | -20.9% |
| 6M | -10.9% | +0.5% | -11.4% | -12.1% |
| YTD | +4.7% | +10.8% | -6.1% | -16.7% |
| 1Y | -36.4% | +11.9% | -48.3% | -50.4% |
| 3Y | +77.5% | +73.0% | +4.6% | -28.4% |
| 5Y | -86.0% | +58.6% | -144.6% | -93.9% |
| All | -86.0% | +57.5% | -143.6% | -93.9% |
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 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