+54.1%
WCEO vs VT
+82.4%
-28.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.1% | +0.4% | +0.5% |
| 7D | -2.5% | -4.2% | +1.7% | +1.9% |
| 30D | +1.6% | -5.8% | +7.4% | +7.9% |
| 3M | -2.7% | -5.2% | +2.6% | +2.7% |
| 6M | +6.7% | +0.1% | +6.5% | +5.8% |
| YTD | +16.5% | +8.2% | +8.2% | +5.9% |
| 1Y | +19.8% | +10.1% | +9.7% | +6.8% |
| 3Y | +58.3% | +69.7% | -11.4% | -14.5% |
| All | +54.1% | +82.4% | -28.3% | -24.3% |
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