-99.9%
WCT vs VT
+32.1%
-132.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.1% |
| 7D | -22.3% | -2.3% | -20.0% | -22.4% |
| 30D | -75.2% | -5.0% | -70.3% | -75.3% |
| 3M | -94.3% | -4.9% | -89.4% | -94.3% |
| 6M | -97.8% | -1.5% | -96.2% | -97.8% |
| YTD | -97.1% | +8.5% | -105.6% | -97.1% |
| 1Y | -98.1% | +11.4% | -109.5% | -98.0% |
| All | -99.9% | +32.1% | -132.0% | -99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling