-5.4%
WDEF vs VT
+22.2%
-27.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.1% |
| 7D | -1.7% | -0.1% | -1.5% | -1.5% |
| 30D | +5.5% | -3.1% | +8.6% | +8.6% |
| 3M | -11.7% | -3.5% | -8.2% | -8.7% |
| 6M | -3.5% | +0.5% | -4.0% | -4.6% |
| YTD | -2.1% | +10.8% | -12.8% | -13.0% |
| 1Y | -6.8% | +11.9% | -18.7% | -17.4% |
| All | -5.4% | +22.2% | -27.7% | -22.6% |
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 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