-47.0%
WD vs VT
+73.6%
-120.6%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.7% | -1.7% |
| 7D | +1.6% | -1.6% | +3.2% | +3.4% |
| 30D | +3.5% | -2.5% | +6.0% | +6.4% |
| 3M | -31.4% | -1.3% | -30.1% | -30.4% |
| 6M | -29.3% | +3.1% | -32.4% | -32.1% |
| YTD | -38.8% | +10.9% | -49.8% | -46.5% |
| 1Y | -53.7% | +12.1% | -65.7% | -60.0% |
| All | -47.0% | +73.6% | -120.6% | -80.6% |
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