+62.7%
WCBR vs VT
+92.0%
-29.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -4.8% | +0.4% | -5.2% | -5.3% |
| 30D | -1.1% | +1.0% | -2.0% | -2.2% |
| 3M | +14.5% | +2.4% | +12.1% | +10.8% |
| 6M | +58.7% | +12.0% | +46.7% | +34.9% |
| YTD | +43.2% | +15.3% | +27.9% | +16.5% |
| 1Y | +31.7% | +22.6% | +9.2% | -1.7% |
| 3Y | +89.3% | +74.7% | +14.6% | -15.6% |
| 5Y | +40.5% | +66.1% | -25.6% | -30.5% |
| All | +62.7% | +92.0% | -29.3% | -35.2% |
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 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