-34.7%
WCLD vs VT
+57.0%
-91.7%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.7% |
| 7D | +2.1% | +2.4% | -0.2% | -1.6% |
| 30D | -1.3% | -1.5% | +0.2% | +1.1% |
| 3M | -0.8% | -4.1% | +3.4% | +5.8% |
| 6M | +51.1% | +0.6% | +50.6% | +48.3% |
| YTD | +18.7% | +11.0% | +7.6% | -2.5% |
| 1Y | +19.3% | +13.3% | +6.0% | -5.4% |
| 3Y | +45.5% | +73.4% | -27.9% | -46.1% |
| All | -34.7% | +57.0% | -91.7% | -69.3% |
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