-97.8%
WCT vs VT
+15.2%
-113.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.7% | -6.7% | -8.4% |
| 7D | -17.8% | -0.3% | -17.5% | -17.4% |
| 30D | -74.1% | -1.4% | -72.7% | -73.2% |
| 3M | -94.0% | -1.4% | -92.6% | -93.9% |
| 6M | -97.5% | +5.5% | -102.9% | -98.0% |
| YTD | -96.7% | +12.8% | -109.6% | -98.4% |
| 1Y | -97.8% | +15.4% | -113.3% | -98.9% |
| All | -97.8% | +15.2% | -113.0% | -98.9% |
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