-99.2%
WEBS vs VT
+129.4%
-228.7%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.1% | -5.9% | -0.5% |
| 7D | -1.1% | -0.7% | -0.4% | -1.8% |
| 30D | +27.4% | -1.7% | +29.2% | +23.7% |
| 3M | +15.3% | -2.3% | +17.6% | +11.4% |
| 6M | -17.5% | +1.5% | -19.0% | -5.7% |
| YTD | -17.0% | +12.0% | -29.0% | +44.4% |
| 1Y | -9.4% | +12.9% | -22.2% | +64.3% |
| 3Y | -86.2% | +74.9% | -161.2% | +102.3% |
| 5Y | -86.8% | +59.9% | -146.8% | +247.0% |
| All | -99.2% | +129.4% | -228.7% | +51.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling