+59.9%
WCEO vs VT
+90.2%
-30.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | -0.1% |
| 7D | +2.5% | -0.3% | +2.8% | +2.8% |
| 30D | +5.7% | -1.4% | +7.1% | +7.2% |
| 3M | +0.5% | -1.4% | +1.9% | +1.9% |
| 6M | +11.1% | +5.5% | +5.6% | +4.4% |
| YTD | +20.9% | +12.8% | +8.0% | +5.3% |
| 1Y | +25.2% | +15.4% | +9.8% | +6.3% |
| 3Y | +64.2% | +76.9% | -12.6% | -15.0% |
| All | +59.9% | +90.2% | -30.2% | -24.7% |
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