+70.3%
WCBR vs VT
+80.6%
-10.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.8% |
| 7D | -13.3% | -2.3% | -11.0% | -10.5% |
| 30D | -11.8% | -5.0% | -6.9% | -5.3% |
| 3M | +6.4% | -4.9% | +11.3% | +14.0% |
| 6M | +51.5% | -1.5% | +53.1% | +54.5% |
| YTD | +49.9% | +8.5% | +41.4% | +32.5% |
| 1Y | +35.7% | +11.4% | +24.3% | +15.5% |
| 3Y | +110.7% | +70.1% | +40.6% | -3.1% |
| 5Y | +43.2% | +53.7% | -10.5% | -21.3% |
| All | +70.3% | +80.6% | -10.3% | -26.4% |
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