+20.1%
WCLD vs VT
+23.4%
-3.2%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.0% | +1.5% | +1.8% |
| 7D | -2.6% | +0.1% | -2.7% | -2.7% |
| 30D | +10.6% | +0.8% | +9.7% | +10.0% |
| 3M | +26.9% | +2.8% | +24.1% | +24.9% |
| 6M | +48.4% | +13.0% | +35.4% | +35.3% |
| YTD | +19.9% | +15.4% | +4.5% | +6.1% |
| All | +20.1% | +23.4% | -3.2% | -3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling