-73.9%
WBX vs VT
+65.9%
-139.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +7.9% |
| 7D | -3.9% | -4.2% | +0.2% | +3.8% |
| 30D | +0.4% | -5.8% | +6.2% | +12.1% |
| 3M | -19.9% | -5.2% | -14.7% | -11.8% |
| 6M | -7.2% | +0.1% | -7.4% | -7.8% |
| YTD | +15.0% | +8.2% | +6.7% | -3.0% |
| 1Y | -36.1% | +10.1% | -46.2% | -48.0% |
| 3Y | +78.1% | +69.7% | +8.5% | -20.8% |
| 5Y | -83.5% | +53.4% | -136.9% | -92.2% |
| All | -73.9% | +65.9% | -139.8% | -87.8% |
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