-9.3%
WDEF vs VT
+19.4%
-28.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.1% | -0.8% | -1.0% |
| 7D | -7.8% | -4.2% | -3.6% | -4.0% |
| 30D | +0.1% | -5.8% | +5.9% | +5.9% |
| 3M | -15.1% | -5.2% | -9.9% | -10.7% |
| 6M | -11.2% | +0.1% | -11.3% | -12.2% |
| YTD | -6.1% | +8.2% | -14.3% | -14.6% |
| 1Y | -9.4% | +10.1% | -19.6% | -18.5% |
| All | -9.3% | +19.4% | -28.7% | -24.1% |
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