-24.2%
WEAT vs VT
+66.2%
-90.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -5.4% | +0.4% | -5.8% | -5.4% |
| 30D | +10.1% | +1.0% | +9.1% | +10.2% |
| 3M | +17.9% | +2.4% | +15.5% | +18.0% |
| 6M | +21.6% | +12.0% | +9.6% | +22.5% |
| YTD | +32.6% | +15.3% | +17.3% | +33.8% |
| 1Y | +27.1% | +22.6% | +4.5% | +28.4% |
| 3Y | -10.5% | +74.7% | -85.2% | -7.5% |
| All | -24.2% | +66.2% | -90.4% | -22.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling