-87.8%
WEBS vs VT
+66.2%
-154.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.6% |
| 7D | +3.1% | +0.4% | +2.7% | +5.4% |
| 30D | -4.3% | +1.0% | -5.3% | +0.6% |
| 3M | -13.7% | +2.4% | -16.1% | -2.3% |
| 6M | -43.5% | +12.0% | -55.5% | -4.0% |
| YTD | -28.9% | +15.3% | -44.2% | +40.0% |
| 1Y | -20.6% | +22.6% | -43.1% | +111.3% |
| 3Y | -86.2% | +74.7% | -160.9% | +182.4% |
| All | -87.8% | +66.2% | -154.0% | +407.5% |
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