-99.3%
WCT vs VT
+40.5%
-139.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | +32.1% | +0.4% | +31.7% | +32.6% |
| 30D | +75.6% | +1.0% | +74.6% | +77.1% |
| 3M | -31.4% | +2.4% | -33.8% | -30.5% |
| 6M | -69.4% | +12.0% | -81.4% | -68.0% |
| YTD | -82.0% | +15.3% | -97.3% | -80.5% |
| 1Y | -86.2% | +22.6% | -108.7% | -83.6% |
| All | -99.3% | +40.5% | -139.8% | -98.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling