-33.8%
WCLD vs VT
+59.8%
-93.5%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | 0.0% |
| 7D | -3.9% | -0.7% | -3.2% | -2.9% |
| 30D | -3.4% | -1.7% | -1.7% | -0.7% |
| 3M | +4.3% | -2.3% | +6.6% | +8.0% |
| 6M | +44.0% | +1.5% | +42.5% | +39.2% |
| YTD | +19.2% | +12.0% | +7.2% | -3.4% |
| 1Y | +16.2% | +12.9% | +3.3% | -7.1% |
| 3Y | +46.1% | +74.9% | -28.8% | -46.6% |
| 5Y | -33.8% | +59.9% | -93.7% | -69.5% |
| All | -33.8% | +59.8% | -93.5% | -69.5% |
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